**********WIND INDEX (1-1932) Plus (2284-3823)**************************
Here is the updated index to the WIND thread. Each subject lists the most relevant post numbers. There is some overlap in the categories, so search around.
The posts under Fundamental Analysis are a good introduction to WIND's business. Posts with a * are especially noteworthy. Posts with a TA refer to the Technical Analysis thread.
It is fairly easy to get to the post you want by typing the post number in the Reply # box (above and right).
Some reference dates for posts:
2000 9/11/97 2100 9/21/97 2200 10/6/97 2300 10/27/97 2400 11/17/97 2500 12/11/97 2800 2/26/98 3000 4/4/98
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Quote:
The global market for information appliances climbing from 3 million units in 1997 and nearly 6 million in 1998 to a showstopping 55.7 million in 2002--a 76% annual growth rate from 1998-2002. International Data Corp. Post # 3658
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RELATIONS WITH OTHER COMPANIES
Adobe 1244, 1302, 1308,
Cadence 3200
Cisco 1833, 3691, 3696,
DEC 1643, 1652, 2320, 2354, 2892,
HP 2292, 2293, 2358, 84TA, 2925, 2926, 2931, 2932, 2939, 2978*, 2982, 3163, 3164, 3165, 3168, 3179, 3180, 3181, 3184, 3199, 3670, 3707,
INTC 1501*, 1849,
INTS 318, 317, 338, 342, 347, 418,426, 592, 593, 2447, 687, 699, 717, 843*, 852, 1024, 1040, 1042, 1050, 1192, 1195, 1200, 1201, 1225, 1364, 1855, 2554, 2556, 2557, 2631, 2632, 2634, 2948, 2950, 2951, 2966, 2967*, 2974, 2978, 2982, 2988*, 3293, exchange2000.com, 3575
Konica 3038, 3263,
LSI 197TA
Lucent 3212,
MWAR 28, 31, 114, 225, 261, 300, 310, 338, 342, 418, 426, 453, 458, 687, 820, 842, 843*, 852, 1024, 1315, 1321, 1347, 1449, 1855, 2595, 2658, 2697, 2715, 2810*, 2914, 2916, 2930, 2933, 3095, 3527, 3780,
Microsoft 280, 281, 388, 389, 390, 391, 394, 396, 397, 398, 425, , 445, 454, 455, 481, 488, 533, 538, 546, 744, 745, 748, 750, 753, 758, 759, 792, 806, 834*, 835, 846, 850, 853, 856, 861, 862, 865, 867, 884, 890, 900, 902, 972, 973*, 974, 975, 976, 983, 987*, 988, 989, 991, 1002, 1136, 1253, 1263, 2394, 2398, 2445, 2605, 2604, 2771, 2813, 2814, 2816, 2817, 2818, 2821, 2883, 2930, 2937, 2938*, 2963, 2970, 2974, 2977, 2978*, 2981, 2982, 2983*, 2988*, 2989, 2992, 2995, 2996, 2997, 3005, 3008, 3009, 3013, 3018, 3019, 3021*,3024*, 3040, 3044, 3054, 3062, 3093, 3105, 3162, 3188, 3202*, 3230, 3240, 3244*, 3247, 3261, 3338, 3395, 3518, 3649, 3698, 3823*,
Motorola 3675,
Nortel 3287, 3290,
Oracle 806, 808, 810, 812, 814, 816, 1339, 1350, 1382, 2637,
Palm Pilot 3387,
Patriot Scientific Corp, PTSC 3510, 3511, 3512, 3513, 3514, 3515, 3516, 3532, 3542, 3545, 3546, 3547, 3558, 3560,
PharLap 3265,
QCOM 746, 754, 777, 2893, 3075, 3686, 3687,
QNX 1855, 1932,
Radisys 186, 304, 314*, 1138, 1153, 1180, 1829, 1830, 1839, 1849, 1855, 1883, 1905, 1932, 2526, 2529, 2535, 2959, 2965, 3422,
Rapid Logic 3313
Spyglass 1403,
Sun 2368, 541, 543, 755, 994, 2598, 2605,
Systemsoft 1931,
VenturCom 3244*,
APPLICATIONS AND TECHNOLOGY DEVELOPMENTS
ASIC 2432, 2447,
Automobiles 101, 311, 2580, 84TA, 834, 838, 845*, 846, 911, 1028, 1030, 1047, 1651, 2629, 3135, 3077, 3237, 3245, 3659, 3660, 3663,
Cameras, Imaging 3030, 3031, 3079, 3312, 3397, 3645*, 3669, 3752, 3761, 3762, 3769,
Cable modems 3746, 3749,
Debit Cards, Vending Machines 834, 2389
EID's 112, 124, 870, 1134, 1373, 1376, 1389*, 1395, 1401, 2308, 2346, 2769, 3654, 3658, 3698,
Embedded Servelets 3177,
Fire Wire
2459, 3521,
Flash Memory 3396,
I20 4, 22, 106, 107, 131, 206, , 249, 251, 336, 350, 367, 372, 495, 496, 497, 641, 643, 645, 697, 811*, 813, 815, 817, 819, 821, 822, 832, 833, 869, 870, 873*, 909, 910, 958, 961, 1055*, 1056, 1057*, 1061, 1062, 1063, 1065, 1103*, 1133*, 1162, 1206, 1224, 1236, 1237, 1238, 1277, 1279, 1280, 1282, 1307, 1313, 1314*, 1317, 1319, 1325, 1331, 1399, 1641, 1652, 1703*, 1704, 1716, 1722, 1794, 1870, 2302, 2430, 2452, 2454, 2462, 2457, 2548, 2565, 2575, 2559, 2565, 2606, 2621, 2630, 2770, 2778, 2913, 3004, 3111, 3145, 3195, 3286, 3288, 3296, 3481, 3544, 3645*, 3685, 3688, 3689, 3692, 3740,
Java 80, 82, 84, 95, 759, 2544, 259, 829, 993, 999, 1339, 1347, 1348, 1363, 1678, 1685, 1688, 1705*, 1852, 2596, 2605, 2645, 2915, 3175, 3532*, 3674, 3671, 3675, 3758,
Jet Send 2445, 2468, 2573, 2582, 3185, 3291, 3707, 3743,
Liability and Legal Issues 3066, 3069, 3091,
MEMS 2884,
Military 1409, 1796, 2580, 2590,
Misc. Applications 101, 102, 103, 243, 244, 311, 346, 386, 474, 834, 852*, 2294, 2390, 2575, 2594,
NASA 3176,
NGIO 3740, 3792, 3804,
NCI, Network Computer, Navio, Wind's browser 254, 257, 260, 263, 303, 301, 447, 452, 460, 564, 590, 595, 596, 806, 818, 823, 826, 828, 829, 830, 831, 837, 841, 860, 994, 1083, 1098, 1208, 1328, 1412, 2386, 2607, 2608, 2609, 84TA, 2633, 2661*, 2683*, 114TA, 2838*, 2880, 2883, 2998, 3028, 3050, 3051, 3192, 3194, 3645*,
Pathfinder 1148, 1422, 1443, 1460, 1653, 1818, 2482,
Robotics 3661,
RTOS Applications 54, 71, 74, 78, 88, 81, 85, 86, 89, 218,
Sensors 1451, 1458, 2884, 2896, 3081, 3166, 3661,
Tornado 88, 150, 416, 878, 886, 3170, 3668, 3677,
Software and cable modems 2367, 2371, 3084, 3085, 3171,
Smart Cards 998, 3667,
Strong Arm 3472, 3473, 3480, 3482, 3483, 3654,
Telecommunications, Networking 148, 189, 455, 603, 607, 613, 644, 834, 1285*, 2481, 2497, 2498, 2499, 2512, 2583, 2604, 84TA, 2615, 2715, 114TA, 3335,
TV, Set top boxes, Cable modems 225, 300,834, 1206, 1263, 2649, 2650, 2671, 2715, 1278, 1285*, 1288, 1329, 2871, 2916, 2880, 3136,
Unix vs NT 2366, 2368 Willows 670
WindView 2956
WindLinks 2960, 3272,,
Wind Web 3182,
Wind- Zinc 3374, 3376, 3377, 3378, 3379, 3382, 3459,
GENERAL TECHNICAL DISCUSSION
"Evolution of the Internet" 2900, 2901, 2902,
History and Future of Computing 1493, 3056, 3093, 3097, 3098, 3099, 3100, 3117, 3113, 3137, 3187,
16 BIT vs 32 BIT Processors 124, 112
Definition of "Kernal" 2341
Design Wins 721, 1648*, 2879,
What does Wind River Systems do? 508*, 512, 1679, 1847*, exchange2000.com
Technical Journals 155, 165, 1133,
"Ubiquitous Computing" 182, 218, 391, 654, 806, 1428, 2603,
Y2K, 199TA, 3146, 3154, 3155, 3156, 3158,
Overview of Real Time Software and Hardware Co's 3479
MARKET ISSUES
AEAC Meeting, Trade Shows, Developer's Conference 338, 684, 687, 2379, 2388, 2382, 3090, 3698,
Competition 20, 28, 29, 30, 31, 43, 51, 90, 91, 96, 101, 105, 114, 125, 128, 111, 116, 136, 186, , 218, 242, 318, 317, 338*, 342, 611, 648, 650, 655, 656, 658, 661, 663, 664*, 667, 668, 670, 712, 748, 776, 778*, 1187, 1204, 2284, 2336, 2338, 2340, 2337, 2344, 2379, 2388, 2382, 2447, 2647, 2964, 2974*, 3823*,
Franchise, "Winner takes all", Competition, Barriers to Entry 218, 245, 252, 261, 262, 268, 342, 746, 795, 1134, 1182, 1896*, 2566*, 3172, 3074, 3076, 3093, 3094, 3104,
Market Share 114, 149, 157, 159, 160, 161, 162, 164, 195, 196,
Product Pricing 2465, 2469, 2470, 2517, 3076*,
Roll Your Own, Time to Market 112, 124, 125, 128, 1490, 2308
Hardware vs Software RTOS Solutions 113, 117, 1474,
STOCKPRICE, ANALYSIS AND DISCUSSION
Technical Analysis and Stock Price Up (Down) 6, 12, 36, 43, 55, 56, 57, 61 70, 130, 135, 163, 201, 302, 420, 421, 422, 500, 503, 505, 506, 570 (Crash), 572, 611, 705, 719, 771*, 774, 783, 933**, 935, 936, 940, 946**, 948, 951*, 956, 959, 962, 977, 978, 980, 984, 2295, 2297, 2298, 2299, 2301, 2309, 2401, 2519, 2520, 82TA, 2661*, 2772, 156TA, 170TA, 3645*, 3655*,
Wind Bears (and Discussion) 429, 430, 437, 438, 439, 440, 880, 882*, 883, 888*, 893, 895, 896, 901, 903, 904, 905, 906, 911, 915, 918, 919, 921, 922, 923, 924, 927, 928, 937, 941*, 962*, 969, 980, 1109, 1114, 1130, 1149, 1158, 1162, 1164*, 1172, 1173, 1188, 1196, 1218, 1223, 1224, 1234, 1254, 1284, 1316*, 1318, 1332, 1377, 1383, 1385, 1386, 1700*, 2129*, 2546, 2579, 2648, 2652, 2653, 2654, 2754, 2759, 130TA, 2864, 2873, 3215*, 3231, 3240*,
Short Sales, Short Interest 203TA, 1406, viwes.com,
Gorilla Stocks 3082, 3083, 3085, 3104,
Macro-Economics and Asian Crisis, International Markets 1054, 2301, 2502, 2503, 2519*, 2637, 1259, 3231, 3645*,
Fundamental Analysis, Volatility, Inefficiency, PE, Good Introduction to WIND 12, 13, 17, 43, 51, 57, 108, 109, 110, 112, 124, 113, 117, 114, 115, 135, 140, 149, 150, 155, 946*, 953, 991*, 1321, 2301, 2379, 2438, 2448, 2471*, 2661*, 2485, 2877, 3070*,3104*, 3249*, 3645*, 3655*, 3755,
Intrinsic Value, Allen Benn's Investment Philosophy 316, 326*, 714, 737, 742, 743, 923, 992, 1000, 1051*, 1068, 1109, 1118, 1130, 1159, 1162, 1185, 1244, 1270, 1271, 1287, 1291, 1680, 1681, 1682, 1683, 1684, 1690, 1691, 1693, 1707, 2884, 3422, 3645,
Outlook for 1997, 1998-2000 441, 2597, 2600, 2620*, 2690, 2879*, 3070,
Growth rate, margins 239, 315, 2594, 84TA, 1184, 3645, 3655,
Run Time Royalties 58, 81, 208, 249, 372, 608, 756*, 1847*, 2378, 2452, 2699, 2700*
Service Revenues 2447, 3255, 3257
Hockey Stick 610, Earnings, Projections FY 1996: 14,18, 43, 58, forecasting-27, 205, 229, 233, 316, 366, 373, 386, 666, 675, 1016, 1023, 1072, 1093 (1Q98), 1099, 1100, 1101, 1103*, 1104, 1152, 1162, 1230, 1314, 1317, 1847, 2378, 1837*, 2451, 2452, 2453, 2401, 2428, 2433, 2432 , 2564, 2602*, 2802, 2834, 2842, 212TA*, 3216, 3536*, 3655*, 3680*, 3715, 3726*, 3733*,
Seasonality of Earnings 62, 100, 629, 3149,
Profit Margin 1845, 1847*, 1885,
Report on shareholders meeting 207, 3353, 3354, 3367,
Conference Calls 597(4Q96), 601, 1116, 1794, 2442, 2443, 2444, 2445, 2446, 2808, 2809, 2834, 3219, 3218, 3232, 3233, 3334, 3237, 3543, 3725, 3732,
H&Q, Institutional Holdings, Financial Press, Analyst Comments 51,74, 57, 115, 247, 276, 277, 350, 376, 384, 450, 476, 485, 510, 519, 642, 677, 678, 683, 690, 693, 694, 695, 724, 727, 732, 791*, 946*, 1009, 1023, 1025, 1027, 1043, 1128, 1204, 1327, 1349, 1364, 1367, 1414, 1430, 1459, 1460, 1621*, 1622, 1625, 2289, 2293, 2374, 2438, 2471, 93TA, 2656, 2994, 3039, 3053, 3193, 3197, 3260, , 3262, 3294, 3523, 3525, 3559, 3574, 3631, 3655*, 3717*, 3724, 3745*, 3781,
Marketmaker Tricks 2614, 3655*,
Utility Theory of Money and Investing 138
Wired Magazine Index of Stocks 3259,
MANAGEMENT
144a Bond Offering, Reg S 1539*, 1601, 1603, 1604, 1608, 1609, 1708, 1712, 1715, 1717, 1744, 1745, 1746, 1747, 1764, 1767, 1780, 1787, 1788*, 1794, 1799*, 1821, 1836,
Stock Repurchase Program 2330, 2331, 2334, 2333, 2335, 2569
Insider Sales 138, 440, 444, 3307,
Poison Pill, Takeovers, Stock Splits 171, 138, 222, 3367,
WIND's investments in other companies, Partnerships 1703, 1821*, 1833, 1847, 2487, 2550, 2577, 2578, 2836, 2855, 2861, 2862, 2870, 2876, 3645,
Workforce, Personnel, Job Listings 338, 382, 387, 412, 525, 537, 539, 781, 809, 1195, 1303, 1304, 1305, 1310*, 1311, 2286, 2287, 2290, 2291, 2391, 2393, 3121, 3264, 3759,
Options compensation, FAS 123 disclosure 1707*, 3317, 3319, 3326, 3334, 3343, 3352, 3410, 3414, 3416, 3417, 3418, 3422, 3423, 3426, 3429, 3428, 3430, 3431, 3433, 3434, 3435, 3436, 3437, 3438, 3439, 3440, 3442, 3444, 3445, 3446, 3447, 3448, 3461, 3469, 3471, 3474, 3476, 3477, 3478, 3519*,
Management Quality 1118, 1125, 1126,
History of WIND RIVER SYSTEMS 3656*,
Jerry Fiddler 279, 324, 338, 930, 932, 989, 991, 1427, 1475, 2457, 2462, 3258, 3656, 3683,
Ron Abelmann 991, 1925, 2413, 3657,
Dave Wilner 338, 372
John Fogelin 2957, 3045,
Kamran Sokhanvari 3348,
Jason Cogan 3389, 3390, 3391, 3392,
Peter J. Richards 3585
New Facility 1912, 1913, 2305, 2307, 3448,
Humor 864, 898, 3245, exchange2000.com exchange2000.com
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