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

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To: rich evans who wrote (8465)9/14/2000 3:13:57 AM
From: Prognosticator  Read Replies (1) of 10309
 
Don't be alarmed: Microsoft has been making these 'were going to dominate embedded systems' noises for about three years, and are still no closer to their goal, if anything they are further away. Which areas in particular was Microsoft late to and then end up dominating? The only one I can think of is Dos, and the desktop. Where else do they dominate?

The biggest threat to Wind was that (at one time) ISI was making sheeps eyes at Microsoft, but I guess Naren couldn't go to bed with Bill, and we all know how it worked out. There is only one way for Microsoft to get a real presence in the embedded space, and that is to purchase WIND. The FTC would block it, just like they blocked Microsoft's failed attempt to dominate financial desktop software by purchasing Intuit.

Sleep well.

P.

It gives some concern to a Wind investor (me) since MSFT was late into other areas as we all know and ended up owning the area. In fact these MSFT people were bragging how they were going to overcome Wind etc in time as they they have did others. Oh well another anecdote in from the locker room.
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