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: Richard Habib who wrote (972)	4/24/1997 5:05:00 PM
From: Mitchell Jones	of 10309

A very reasonable attitude Richard and a question that has been discussed numerous times on this thread. I hope Allen will add any additional thoughts he might have. I said in a previous post that even Microsoft's resourses were "finite" not limited. Its a matter of samantics,but it is a difference I intended. There is a saying that a man can be measured by the strength of his enemies.If so, Bill Gates is the most powerful man in the world!! His enemies include every software company in the business because his stated goal is to see nothing but Microsoft software on the computers of the world. In the NC battle you can list Wind River Systems. Oracle,Sun Microsystems,Digital Equipment,Netscape,and IBM plus a whole host of manufacturers who want to build the NC. His recent purchase of Web TV has opened the eyes of a whole new segment of the business world who now must wonder if program content is on his agenda and begin to think of defensive strategies. There are many others who probably feel threatened by a company whose watchword is "If you see a good idea, make it ours", but these will do for starters. I don't mean to make light of $9 Billion dollars,but when you consider that Wind River has a war chest of about $95 million in cash or equivalents and add to it the resources of Microsoft's other opponents,you can begin to get a perspective what that $9 billion amounts to.Bill Gates must fight on many fronts and each of those fronts offers a different set of adversaries.It is in this context that you must measure his strength. The really comforting fact about his possible interest in the embedded system market is that WinCE just doesn't seem to be ready for prime time yet and time is on the side of Wind River for all the reasons this thread has enumerated over the past year. The earning potential of WIND is real,it can and has been documented for the foreseeable future,and the management team that is guiding its fortunes have made every right move so far. I like this stock. Mitch

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