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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?


To: MONACO who wrote (3141)5/5/1998 5:07:00 PM
From: Snowshoe  Read Replies (1) | Respond to of 10309
 
>>Are these chips on the market now?<<

Yes, and the products that use them (top-line servers by CPQ, IBM, HWP, DELL, ACER, MUEI, etc.) are on the market now. We hope to hear more about the ramp-up of these royalties at the next earnings conference call. WIND management has been shy about forecasting I2O revenues until they get a better handle on Intel's run rate. Also, there is a lag between the time Intel ships product and the results show up in WIND's earnings. This has all been discussed in detail in past posts.