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Technology Stocks : Wind River going up, up, up!
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To: Mark Brophy who wrote (1177)5/30/1997 3:46:00 PM
From: mac   of 10309
 
>The company most similar to Wind River is Phoenix Technologies, but I >chose not to use it as a benchmark because most people are >unfamiliar with the company.

Well, if you look at their 5 year charts, there NO similarity. PTEC has been a dog. WIND has soared.

>Wind River and Phoenix are growing faster than the real-time and PC >system software markets because their size advantage over their >competitors gives them some economies of scale in software >development.

Wind River's success has NOTHING to do with a size advantage. In fact they were, until recently, smaller than their competitors. Their fast growth rate is attributable to greater market acceptance of Tornado/VxWorks, the inability of competitors to match their products, as well as the foresight they had in earlier days of making VxWorks run on multiple platforms. It has nothing to do with economy of scale.

mac
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