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

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To: Richard Karpel who wrote (983)4/25/1997 1:36:00 PM
From: David R. Lehenky   of 10309
 
Richard, please keep in mind that I am an engineer, not a bean
counter. Money, to me, is a necessity for living, not an end in
itself. I see Bill Gates as a miserable engineer, you see him as
a great bean counter. So be it. My "hatred", as you call it, would
be more accurately described as my passion for my field, and my
firm belief that MSFT has been detrimental to its advancement.
I had the same opinion of IBM in the late 70s. I have a much higher
regard for people like Scott McNealy, than Bill Gates. Sun Micro
has managed to make money AND advance the art, in spite of the MSFT-
Intel monopoly. That's a real accomplishment! You seem so impressed
with Gates, yet you discount the fact that he started his business
life with a monopoly. It is that very monopoly that has allowed him
to strategically miss the boat (my previous post) and still survive.
He is driven by the ego of control, rather that the pride of
accomplishment. It is this later quality that I see in WIND, and the
reason I bought into them lock-stock-and-barrel nearly three years
ago. MSFT may, down the road somewhere, manage to skim the easy stuff
off the top of the embedded RTOS market, but WIND will grow and
prosper in spite of them. They will make us money, and they will make
us prode.

-Dave Lehenky
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