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

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To: Ramsey Su who wrote (5781)7/9/1999 12:24:00 AM
From: Snowshoe  Read Replies (1) of 10309
 
Ramsey, here's some interesting speculation from Yahoo thread on Ablemann's departure...

Latest Red Herring (august 1999)has an overview of WINDs current situation. it gives a bit of backround on the company and its products and briefly goes over current competitors. Then comes the microsoft portion of the program. heres a bit of the article:
"Although Wind River maintains a substantial lead over all its rivals...it has yet to face Microsoft. But the Redmond behemoth is on the verge of releasing a new version of its Windows CE operating system designed for the embedded-systems market. Making matters worse, after heading the company for five years, Wind River CEO Ronald Ablemann resigned in June.(He remains on the board of directors) Mr. Ablemann offered no explanation for his departure, but one analyst speculates that Mr. Ablemann, who was interested in selling Wind River, encountered resistance from the company's cofounder and chairman, Jerry Fiddler.
Whatever the reason, Wind River is now in a worse position from which to battle Microsoft, points out Richard Piotrowski, an analyst at the brokerage Everen Securities: "The timing of Ablemann's departure is unfortunate, with Microsoft turning up the volume on its embedded-systems marketing message""

I think this microsoft monkey on WIND's back will make its price yo-yo until we get a public comprehension of what the differences are between WIND and MSFT's products.

For what its worth,

van

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Posted: 07/08/1999 03:19 pm EDT as a reply to: Msg 2768 by kwolf11

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