John, you are preaching to the choir when expounding about the potential of Wind. I have held this stock since 1993 when I bought it and ISI on the same day, later picked up Radisys, even followed that with another I can't remember (Applied Microsystems?) and another one from New Mexico,SBSE that I can hardly remember. Then I read the OFM and realized I had bought a basket and should pick the winner when it became apparent, which I did in 1998, putting it all in WindRiver.
I touted this stock early on in this thread, thinking that VxWorks would become a hurricane spawning tornadoes from the numerous horizontal bowling pins that you have so eloquently described (set top boxes, cable modems, OSEK, Jet Send, I20, Java, etc).
It is my impression Wind has been capturing design wins out the wazoo ever since I have been following them, yet only a few have ever made it to market and it has taken all too long (for this humble investor) for these products to take off. Thankfully the internet and technology boom away from the PC has reawakened the embedded players. But making it to market and tornadoing are two seperate things. I think we are seeing it happen with I20, I am glad to say.
The MSFT threat really brought the stock to a halt and yet they do not seem so powerful anymore, despite what the FM says about gorillas encroaching on a prince's space.
the Linux threat seems to be real and is a source of genuine concern.
I have always wondered why Wind did not promote itself to the consumer as the OS for all things embedded and use the GUI interface from zinc they purchased along with Oracle spin-off property to make a connection with the end-user, thereby becoming synonymous with the widespread consumer apps such as PDAs, cell phone and MP3. I think they could have out Palmed 3Com but they have been content to remain behind the scenes.
regarding your comment about researching the stock through the want ads, yes, great idea, but why should an investor have to work so hard? Why can't the IR dept put out 8 press releases a day trumpeting the myriad of developments into which Wind has its tentacles? Another words, take advantage of its pervasiveness.
Voop |
