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

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To: Ramsey Su who wrote (5770)7/8/1999 1:24:00 PM
From: lkj   of 10309
 
Ramsey,

After reading my own post, I realized what Epoc is. As to your earlier post, Epoc is an OS. Tornado is a software develop environment for developing software on top of WRS' OS. So I don't think Opec will use Tornado. But Tornado does include a cross compiler, this compiler may be OS independent.

Just finished reading H&Q's analysis for the downgrade. It sited reasons such as slow product acceptance, further product delays, increase R&D/Sales/Filed-support, new sales model, and the CEO search as reasons for the downgrade. While these are certainly true, it did not mention a word about Liberate and I2O progress, and it seem to miss the point of that WRS will play a big role in the post-PC era. It focused to much on what is happening in this quarter. Why can't H&Q treat WIND as a internut? :) It is the potential of WIND that we are betting on.

One last thought on reading H&Q's analysis. It sure seemed like that WRS is "crossing the chasm". Are we going to get "inside the tornado" next? Or are we going down the drain? I am betting on the former.

Khan
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