Wind River going up, up, up! Message Board

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

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To: James Connolly who wrote (6156)	8/22/1999 8:04:00 PM
From: Erwin Sanders	of 10309

<<If you were in the network chips/equipment business and Cisco was a competitor of yours, would you use TMS now or a late IOS ? >> Look at another parallel here. EMC and IBM are fierce competitors in the enterprise storage market. Yet, EMC buys a lot of the hard disks from IBM, and in fact, EMC and IBM have both signed an agreement for a substantial sale of IBM's drives to EMC. New business models are emerging where the distinction between client and competitor is fading. Erwin

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