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Technology Stocks : Wind River going up, up, up!

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To: Mark Brophy who wrote (1501)7/15/1997 1:42:00 PM
From: Kevin Melia   of 10309
 
> Deemphasizing consulting allows competitors like Mentor to attack niches such as the
> telecom apps of Alcatel and Nokia.

Mark,

You have mentioned Mentor's relationship with Alcatel and Nokia before, but I do not understand how to view Mentor as a competitor to Wind River. Can you explain this with more detail?

Keep in mind that my perspective is as an employee of the largest European telecom equipment supplier. We use products from both Mentor and Wind River, yet they are used in completely different applications. From my perspective they don't compete. That is why I am curious to hear your viewpoint.
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