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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (2974)4/1/1998 10:20:00 PM
From: Mitchell Jones   of 10309
 
You can't be alive and not enjoy watching this emerging industry mature.

I couldn't agree more!

With one minor exception, I believe this is great news for WIND.

1. Bill Gates has expressed a sincere interest in Embedded Systems-- and specifically in real time embedded systems. Analysts who have ignored the industry will now have to investigate and, in so doing,will discover WIND.

2. The industry will have to be re-evaluated, not as a red headed step-child (apologies to all red-headed step-children), but as a viable sector with great potential. Mr. Gates would certainly not exert much effort if the industry were worth only the few hundred million that WIND, INTS,MWAR, and MENT currently represent.

3. Mr. Gates has admitted he does hot have a RTOS (numerous posters have tried to convince us he already owned one).

4. Mr. Gates has announced a target date for a RTOS. Allen has already added a factor to that date and I submit he has been kind.

I would offer one comment to Ron Ablemann: If you have not yet found an acceptable formula for dealing with the auto industry,you need some fresh thoughts and innovative tactics. I would love to see some design wins from that group within a year!!

The aspect of this situation that disturbs me is the threat of acquisition. I agree this increases the possibilities and it would be a crime to see WIND acquired at this point. The real fun is only beginning!!

Mitch
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