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

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To: Richard Karpel who wrote (6834)11/20/1999 9:21:00 AM
From: Peter Church   of 10309
 
Well put Richard!

re. The Post PC Era: Adding 1 and 2 together, we can conclude that WRS will see some large contracts with Compact soon:

(1)...Surprisingly, the world's No. 1 PC maker, Compaq, has become the most bullish on information appliances. It's predicting that by 2005, multifunction cell phones, pagers, desktop terminals and handheld computers will make up 90 percent of its client sales. The other 10 percent, it says, will be desktops, portables and workstations.

"The Web is replacing the PC as the engine for IT market growth," said Jeffrey Harrow, senior consulting engineer at Compaq, in Houston.

In fact, Compaq is in discussions with consumer giants Sony Corp. and Nokia Corp. to help develop these devices, which Compaq will eventually sell under its own brand, said Jerry Meerkatz, a vice president at Compaq. " #6834

(2)...It appears that Sony's Cable Modems may well be WIND-powered :) --alan

<http://www.wrs.com/windword/html/cisco_selects.html>

"The coming new generation of high-bandwidth consumer products - like Sonyïs new cable modems - need to be reliable, available and user friendly," says Kimio Uchida, president, Component Company Business Systems Group, Sony Electronics. "Wind Riverïs Tornado environment, together with Ciscoïs NetWorks technologies, ensure a fast development cycle and interoperability among devices - thereby accelerating consumer demand for these products."

Missing bit: does anyone know if WIND has a relationship with Nokia?
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