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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (20570)	3/20/2000 11:56:00 AM
From: James Sinclair	Read Replies (2) of 54805

Re: Why no announcement when a company chooses WIND for their RTOS. Choice of operating system makes a difference when you're selling personal computers because the user of that computer is quite likely going to be buying additional software for that computer that must be compatible. Choice of operating system for an embedded computer makes little VISIBLE difference to the consumer because he never makes future decisions based on it. Do you know what OS is running on the chips in your car? In you cable box? The only people that care are investors like us.

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