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

To: James Connolly who wrote (3322)	6/23/1998 4:23:00 PM
From: J. Kerner	Respond to of 10309

JC, The UBS report was first, old news and second, not accurate. I2O is very much on target, with production volumes starting to ship now. Microsoft released their pre-production i2o patch a few weeks ago for NT4.0 and are days away of releasing the production version. Wind has numerous design wins and expects i2o to contribute to revenues this year. It is also important to remember that Wind River is almost done porting IxWorks to the Symbios and DEC chips so Wind will have additional sources for royalties besides Intel in the near future. I'm not sure where the UBS analyst got his information from, but I know it wasn't from talking to Wind River directly. As far as the Microsoft threat, I highly doubt we will see other, more knowledgeable brokerages, like H&Q and DMG, issue the same warning. They realize that Microsoft will do very well in hand held computers and consumer appliances, but will never seriously threaten the deeply embedded arena that Wind dominates. Regards, Jason

To: James Connolly who wrote (3322)	6/23/1998 4:38:00 PM
From: Ronald Paul	Respond to of 10309

JC, WIND has consistently been a straight shooter regarding guidance to analysts. Besides their consistency regarding I2O guidance, WIND has been quite clear about the minimal impact MSFT will have on WIND's core business. However, the motivation behind many of these types of actions by analysts are less than honorable. Sometimes they use this type of info to mask stock price hanky-panky. MSFT and I2O are credible excuses for the MM's to cover their stock manipulation without NASDAQ getting on their cases, IMO. --Ronald