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

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To: KevRupert who wrote (7503)3/20/2000 8:33:00 AM
From: Carpe per Diem  Read Replies (2) of 10309
 
What will move the stock? Revenues and earnings growth that will exceed our collective expectations.

How will that happen? Perhaps an analogy would help.

Imagine back a decade ago if computer manufacturers ran software on operating systems they had designed "in-house" while a minority of manufacturers used the best "off the shelf" operating system [Windows]

Now say if the Titans of computer manufacturing back then, IBM and Compaq, announced they were scrapping their "in-house" OS in favour of Windows...MicroSoft would go through the roof.

For WIND to enter that elusive phase of Hypergrowth [and hyper stock price appreciation] I think we need to see a series of announcements where traditional vendors of embedded systems, instead of using their "in-house" OS, now are defaulting to VxWorks as their primary OS.

Who are these vendors? Well there are hundreds and to be honest I am not sure what ones would propel the stock. [like an IBM or Compaq in the above analogy] I'll defer to the expertise of others on this thread if they care to comment.

Rinks
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