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


To: Snowshoe who wrote (3823)1/11/1999 10:24:00 PM
From: Peter Church  Read Replies (1) | Respond to of 10309
 


**********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

***********************************************************************************

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

***********************************************************************************

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