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

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To: AE who wrote (8773)11/6/2000 11:13:26 PM
From: Tim Mak  Read Replies (1) of 10309
 
AE: Just like you, I am also very interested in knowing anything about WIND's strategy regarding wireless communication. It would be very disappointing if the dominant embedded OS vendor could not crack the wireless handset market, which is expected to grow to billion plus subscribers in 2003.

Symbian seems to have a lock on the GSM camp, though, as reported in today's WSJ, it is being challenged by MSFT. On the CDMA camp, even though QCOM and MSFT have the joint venture Wireless Knowledge working on server stuff, I have been hoping that WIND might be working with QCOM to enhance its 3G CDMA chip with WIND's OS. In the WSJ article it was mentioned that Samsung will use MSFT's OS in one of its new phones. This is rather disappointing since Samsung is a key player in the CDMA camp.

The problem of course is that we have very little information on what WIND has been doing on the wireless front. Sometime ago, Allen Benn hinted that every 3G device maker is developing new phones with WIND's stuff, but he did not further elaborate.

If anyone has any news, facts, or insight on WIND and wireless, please share.

TIA
Tim Mak
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