Wind River going up, up, up! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Peter Church who wrote (7123)	1/12/2000 1:04:00 PM
From: Michael Dean	of 10309

The big beneficiaries will be the internet infrastructure suppliers, Cisco, Nortel, Lucent, etc. and their suppliers like JDSU, who supply the raw bandwidth, or the last mile people either wireless or xDSL. These have been high-flyers and valuations are very high. I like to have a chunk of money in the next level down in vendors who will return 20%+ growth year after year, regardless of which of the technologies or companies win out. In IC's I have ADI for their DSP, conversion, xDSL and wireless chips. In software, I am holding Wind for its strong position in the coming ubiquitous computing revolution. I don't think anyone will dominate this market the way Windows did. In these products the OS will be nearly invisible. No one will care who supplied the basic OS in their VCR or car engine control module. If Wind continues to provide good products and maintains its market share, then market growth alone should give us good long term returns. As hardware gets cheaper, the size and complexity of the software always grows rapidly and this should drive many developers towards off the shelf OS's like VxWorks.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next