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

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To: lkj who wrote (6536)10/22/1999 11:46:00 AM
From: Mark Brophy  Read Replies (1) of 10309
 
Sales is more important than engineering.

Wind River has 181 people in engineering and 324 in sales. ISI has 229 people in engineering and 310 in sales. A substantial portion of their time in the past has been wasted trying to persuade potential customers that their products are better than those of their biggest competitor. The merger will fix that and be much more efficient.

However, I disagree with Karim that the merger will give pricing power. The RTOS industry remains fragmented and competitive. And roll-your-own remains the market share leader.
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