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

To: Ronald Paul who wrote (4128)	1/26/1999 2:29:00 PM
From: w2j2	Respond to of 10309

Thanks, Ron! wj

To: Ronald Paul who wrote (4128)	1/26/1999 3:07:00 PM
From: mac	Read Replies (2) \| Respond to of 10309

> The characterization that his talk to analysts > on Friday was a pre-earnings warning is probably > an apt one. Ron .. I must disagree with that statement. I don't believe that it was a warning at all. According to public info., Wind told Stanek etc. that the quarter may be more back end loaded than usual. After the hullbaloo, all the analysts (those that gave their opinion) have reiterated the 29c number for this qtr. Kwat said that revenues may be 1/2 million less than he expected. If anything, that was the only warning. In fact, I can't imagine how anyone could infer from all we've seen that WIND will not make the qtr. Krabers 27..30c estimate was probably purely conservative speak, which WIND now (to our sometime exasperation) is very practiced at. Even Stanek emphasized that they would make the quarter. The strangest thing that still hangs in the air in my opinion is the H&Q suspension. Anyone hear anymore anout that?? mac

To: Ronald Paul who wrote (4128)	1/28/1999 11:43:00 PM
From: Allen Benn	Read Replies (2) \| Respond to of 10309

Let us note that after nearly three years of discussion and challenging arguments about the compelling capabilities offered by I2O, you said: Now that the chips are down, there is widespread consensus that it [I2O] is a technology that will not have a long 1/2-life. Although it might appear there is ample justification for this gloomy outlook for I2O, I don't think so. I still am convinced I2O will live up to all the fanciful claims ever made on this thread. While I am certain you would like for me to be right about this, proof is needed – especially in light of the collapse of WIND's stock price. Consequently, this is what I propose to do: Over the next few weeks or months, I will make numerous posts about I2O, NGIO and perhaps Future I/O. The purpose will be to provide a complete, authoritative statement on the current status of I2O. I will try to determine definitively the relationship between I2O and NGIO, and possibly between I2O and Future I/O, if any. I will attempt to expose the when, where, why and how much of I2O and NGIO. Let me make a couple of procedural suggestions. I invite questions, criticisms or challenges on the thread, or through my private email. All I ask is that you keep in mind that these discussions may well be monitored by many parties having an interest in the technologies. Certainly I2O experts and possibly other employees from WIND will follow the posts. Don't be surprised if Intel's or other companys' experts in the NGIO and I2O areas monitor them as well. From time to time, other potentially interested parties may include computer manufacturers, OEMs, IT managers and technicians, analysts and institutional and private investors. For the record, I have no intention of discussing I2O with any WIND employee during the recently imposed quiet period. Also, the posts generally will ignore revenue implications for both WIND and Intel. There should be plenty of grist for anyone interested in digesting these benefits, but the emphasis will be on the reality of technology and deployment, not revenues and earnings. The reason for noting your gloomy remark is to highlight a universal feature of technology transfer. Even successful technologies always drag interminably at first, and then all at once seem to explode on the scene. You are a technical professional who just gave up on I2O. Perhaps this is a sign that I2O will now explode on the scene this year, or the next at the latest. That said, let the I2O and NGIO games begin. Expect the first post within a few days. Allen