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

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To: the hube who wrote (5673)7/1/1999 1:02:00 AM
From: lkj  Read Replies (1) of 10309
 
".... to be acquired in a friendly takeover by a company using its stock as currency (ORCL?, SUNW? AOL?)."

Interesting statement, but we can take two of them out. If Oracle or AOL wanted WRS, they would have kept NCI. SUN has some possibility, but I think SUN likes every thing being open and everything being supported by everyone. Buying WRS will scare other OS vendors. What I see as a possibility is Intel. I2O is part of it. Intel also realizes that depending on Microsoft's CE is like asking for death. It sees the potential of owning an OS. Intel would certainly like to see both StrongARM and an OS to dominant a big chunk of the embedded market. As for this OS, VxWorks makes the most sense. Being a rather conservative company, Intel wouldn't have bought an OS company a couple years ago. But I think the Intel management is finally discovering the world after PC, as shown in its focus in StrongARM. WRS' technology makes enough business sense for Intel to take the plunge into the OS market.
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