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

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To: Robert G. Harrell who wrote (7356)3/3/2000 2:39:00 AM
From: w sun   of 10309
 
I don't sense much difference in this quarter's cc from past ones. Not much changed in top line. The main thing I got from recent development at WSR and this cc is that the management has a plan and aggressively and enthusiastically pursues it. There is a very good team at the top.

Competition from WINDOWS CE/NT Embedded, Palm OS, Symbian, Open Source and others will be fierce. VxWorks/pSOS alone won't do it. So WRS is after the tools and the services. I see this be right.

If one believe this story, then WRS is a long term hold. The market is there. WRS is top dog in the sector. Short term who knows what may happen? From all the congratulations in cc, it seems Wall Street believes, at least for now.(ws)
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