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

To: carolyn walder who wrote (3807)	1/10/1999 3:35:00 PM
From: Snowshoe	Respond to of 10309

Carolyn, "royalty=free" is a relative concept. In theory I2O is an open spec and anyone can implement it, but WIND seems to have cornered the market for the underlying operating system. It's my impression that the companies involved in NGIO and Future I/O are mainly concerned about the danger of having to license technology from potential competitors (including Intel). I doubt they have a problem with getting it from WIND -- if the price is right. I wish Techweb would put out an article with some technical details about NGIO and Future I/O, so we can see to what extent an RTOS is involved. -Greg

To: carolyn walder who wrote (3807)	1/10/1999 5:57:00 PM
From: Judy	Read Replies (4) \| Respond to of 10309

Carolyn, Good to hear from you again and hope you take care of yourself. Colds/flus have been particularly virulent this winter, and I too have had several bouts which still have not clearly completely. As for WIND, it has been consolidating in a solid trading range during the severe market selloff and as well as during the balant bull run the last few months. This says the company's guidance to the Street has been dead on, the market expects a measured consistent earnings report each quarter. As the market churns, so will WIND with a bias to the upside. When the ISO royalties accelerate royalties, so will the price movement of WIND. There is little hype to this company, the media did not even notice its split announcement. I suspect once WIND wins a product award and the media's eye, the surge should be strong. I have reentered WIND, my sense is that the next sustained leg up will start soon. What other stocks do you hold in your investment account besides WIND?