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

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To: Joe Smith who wrote (7569)4/1/2000 3:25:00 AM
From: lkj   of 10309
 
Joe,

I think that you might be on to something here. OpenTV might be signing some huge deals, where it's placing Liberate, one of WRS' key VARs, in a bad position. And likely, Microsoft or some of the big cable/telecom service providers is involved. The worst scenario would be that AOL-TW selects OpenTV.

Another explanation would be that Liberate is buying Leneo or another RTOS vendor, where its stock will be diluted, and WRS will be hurt also.

If WIND's drop is truly Liberate related, then I can sleep well. I just hope that it's not Intel related.

(These are pure speculations.)

Khan
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