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

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To: contax who wrote (6497)10/18/1999 11:16:00 PM
From: lkj  Read Replies (1) of 10309
 
Karim,

It is hard to argue that Microsoft's buying of WRS or 3Com is a monopolistic act. Microsoft can claim buying 3Com as an entrance into the networking market. The embedded market has been highly segmented. Even our favorite, WRS, doesn't own a major portion of it. Microsoft can also argue that because of the nature of the embedded market, one can never be a monopoly.

I don't see the court or the DOJ playing a major role, but rather, the industry. Intel will bit against anyone for WRS, and Nokia will bit against anyone for 3Com.

Khan
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