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

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To: James Connolly who wrote (7747)5/9/2000 12:14:00 AM
From: lkj  Read Replies (2) of 10309
 
James,

You are the man! Now we have all of the big boys --Motorola, Intel, and IBM using our software.

If I remember correctly that when IBM swapped its networking division to Cisco, Cisco agreed to buy, something like, $2 billions worth of networking chips from IBM. If this is still in place, Cisco is faced with WRS everywhere it looks, which makes me wonder, why is Cisco buying these other potatoes for billions of dollars.

Fidler once said that WRS is for sale at the right price. I hate to speculate on this, but it is becoming ever more clear that Cisco HAS to buy WRS to keep its networking leadership.

........ But will Intel let it go?

........ And what about the other verticals WRS is in?

Though attractive, it's hard to imagine anyone buying the whole WRS and keep everything. If anyone, Motorola is probably the only guy who can keep everything, but we don't want Motorola to buy us, do we?

Khan
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