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Technology Stocks : INTS - Integrated Systems -- Ignore unavailable to you. Want to Upgrade?

To: Alan A. Hicks who wrote (216)	2/10/1999 6:01:00 PM
From: William Sheppard	Read Replies (2) \| Respond to of 327

Alan wrote: I appreciate you wanting to defend WIND against any and all perceived threats to WIND from ISI, who have been long time rivals. But, the embedded market is not a zero sum game where there will be a winner take all. I absolutely agree. In fact, I'm long both WIND and INTS, and hold INTS calls (Jun 12.5). As for JAVA, you took my comments a little out of context. If you had continued the quote, it read “JAVA, C++ compiler technology (DIAB).” I was not talking about embedded JAVA in general but referring to ISI's DIAB compiler technology. Sorry, it was unclear that "Java" and "C++" were both modifiers of "compiler technology" and not independent. I agree that Diab has been working this for some time and has well-regarded technology. I am not aware of another JAVA compiler specifically for embedded processors with the same capabilities. I believe Microtec / Mentor Graphics has a Java byte code -> object code compiler, and as you are aware Wind just announced one (http://www.wrs.com/press/html/jworks.html). But, you may have noticed the new WIND compiler, TurboJ, is an “Ahead-of-Time” compiler. It provides native machine code for the application but still must run with the SUN JAVA VM. I'm quite sure Wind's TurboJ does not run with a VM, but operates under a similar principal to Diab's Java compiler. There would be no need for a VM if the Java code is compiled to object code. Bottom line - I'm bullish on INTS and WIND. The WIND correction was unwarranted and I expect the stock to return to the 30's (45 or higher pre-split) within a few months (barring unexpected quarterly results or a poor conference call), and I expect INTS to be in the 20's by summer assuming good performance. I think INTS has more near-term upside simply because it may be worth a similar valuation as WIND, which could move the stock into the 40's or 50's. Bill