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

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To: Mark Brophy who wrote (5384)6/7/1999 2:00:00 PM
From: Prognosticator   of 10309
 
Well said Mark. I'd like to restate what you said, because it is of fundamental importance:

Wind River doesn't have this problem because their users run a single application, thus insuring that roll-your-own will have the highest market share and a lock-in mechanism similar to Windows will be absent. Microsoft suffers from the same problem with their WinCE effort and will be unable to make large profits in the embedded market.

When you add to this the need for quick movement of that single application to new processor boards and/or new processors, and see how quickly Wind get their BSP's onto new silicon, compared with its competitors, you have a compelling argument for migration from roll-your-own to VxWorks, and success for Wind River.

P.
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