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

To: Ronald Paul who wrote (3249)	5/29/1998 10:08:00 AM
From: Richard Karpel	Read Replies (1) \| Respond to of 10309

WIND selected as component of Wired Magazine's new stock index: biz.yahoo.com

To: Ronald Paul who wrote (3249)	5/29/1998 11:38:00 AM
From: peter grossman	Read Replies (1) \| Respond to of 10309

Two and a half years is an interesting time frame. It's been almost 2 1/2 years since Allen's opening post in which he asks if anyone has calculated the impact of I2O royalties. Extrapolating from the last conference call, it appears that I2O royalties will approximate earlier predictions (7 to 10 million units over two years). They will simply start six months later than previously thought. Is a lag time of three years between important design wins and royalties usual? If so, what wins in the last three years might eventuate unit volumes greater than, say, 500,000/year in the next three years? Any speculations?