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Technology Stocks : Wind River going up, up, up!
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To: lkj who wrote (6536)10/22/1999 11:11:00 AM
From: contax   of 10309
 
>>If WRS is really superior to ISI, attracting 200 ISI engineers should be a lot easier than spending $400 million. <<

Khan,

Don't forget that apart from getting the engineering talent, WRS is also getting their sales force. A sales force that must obviously be very good to be selling $150 million dollars worth of an inferior product to a lot of buyers. Now this sales force will also have the opportunity to sell a vastly superior product to satiate the appetite of a very hungry market's voracious appetite for embedded OS.

Also, keep in mind my other point: By gobbling up it's biggest competition, WRS will instantly have greater pricing power. If you recall, WINd had to lower it's pricing model just a few months ago to help them compete against the likes of ISI. And that was one of the reasons the stock took a hit in the summer.

Regards,
Karim
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