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Technology Stocks : Wind River going up, up, up!
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To: Mark Brophy who wrote (5384)6/5/1999 5:28:00 PM
From: Don Lloyd   of 10309
 
Mark -

(...Wind River doesn't have 50% of the market.

It has 20% of the market. Integrated Systems has 10% of the market, and roll-your-own has 60%...)

If memory serves, WIND refers to the commercial market, which is consistent with 50%, using your numbers. (20%/40% = 50%)

Of course, having 50% of the commercial market is far superior to having 50% of the total market in terms of future room for growth due to likely conversions from roll-your-own.

Regards, Don

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