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: Knight who wrote (8207)	8/8/2000 12:02:50 PM
From: Knight	Read Replies (1) of 10309

Business Model: WIND vs. RHAT Speaking of being takeover bait... We're fortunate that Redhat isn't still at "nosebleed" valuations; otherwise, we might already have been consumed by them. I say "fortunate" because, IMHO, Redhat and the other Linux companies have much less attractive long-term business models than WIND due to lack of royalties, architectural control, etc. The problem with earning all your revenue from services is that it's very labor-intensive; hence, it has lower margins, limited leverage, limited ability to harness exponential growth rates brought by "network effects," etc. (Would be glad to be educated more here if someone thinks I'm off-base.)

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