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

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To: bythepark who wrote (6361)9/19/1999 10:47:00 PM
From: Chinacat  Read Replies (1) of 10309
 
Although I dislike Venturecom's name, I think they've found an appealing niche.

Ofcourse, if they desired having the company make it on their own in the longterm, they'd follow a non-MicroSoft path to achieve a similar goal. Hence, I assume that eventually Venturecom will want to gorw enough in size to dominate in the WinNT embedded/real-time space, and then sell the company to our friends in Seattle. They have a great head-start and would probably compete more with the likes of Lynx RealTime Systems than with Wind or Ints.

In this respect, VentureCom may be an appealing company to watch.

The fundamental difference here, is that RSYS and VCI form the bulk of their business on a Wintel (x86) platform, while the Winds, Ints, Mwars, and ATIs, etc of this world form the bulk of their business on PowerPC, SH, Mips, Arm, etc embedded procesors.

In other words, despite the overlap, it's a different market.

jmho
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