Wind River going up, up, up! Message Board

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

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To: Mike Milde who wrote (6528)	10/21/1999 11:06:00 PM
From: lkj	Read Replies (1) of 10309

Hi all, So we are going to buy our largest competitor ISI. But why is everyone so positive about this deal, beside Prognosticator thinks we are paying too much? I don't understand enough to figure out this deal. The clear benefit is that we are gaining market share. But pSOS and VxWorks are still two different OS. It is not a easy task for users to convert from pSOS to VxWorks. At the same time, I don't see WRS dropping pSOS any time soon. So is WRS really gaining resource here? Is this a desperate move to fend off others from buying ISI? Isn't WRS better off buying a consulting firm? Does ISI have some killer product that we don't know? (Sorry, the logic in the question is screwed.) As P. has pointed out. We are paying a high price, because WIND is not a rich stock. But what are the benefits? I don't see much at this point. I hope everyone can give some great analysis on why this is a great, or not so great, buy. Allan, if you are reading. Its time to give some inputs, because all of a sudden, the picture is not so clear anymore. ChinaCat, you know enough about this business and company. I am looking at you to contribute to the discussion in a major way. Thank you all. Khan

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