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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JAPG who wrote (38957)	2/6/2001 11:18:43 AM
From: Seldom_Blue	Read Replies (1) of 54805

Article about Cisco mostly, but mentioned WIND: upside.com "Microsoft (MSFT) wants to capture a chunk of the embedded software market. Embedded software refers to programming packages that help run everything from alarm clocks and coffee makers to "smart" features in mobile phones and automobiles. To increase its market share, Microsoft is taking the unprecedented step of letting some chipmakers -- Intel (INTC), MIPS Technologies (MIPS) and ARM Holdings (ARMHY) are mentioned in a Wall Street Journal article -- alter the source code for its Windows CE operating system. Companies like Wind River Systems (WIND) and Symbian dominate the embedded software market." Seems like MSFT is not trying to play a gorilla game in the embedded market. If they allow others to alter the Windows CE source code, they will not be able to guarantee compatibility, hence not the open interface. That will defeat the purpose of rallying around a common standard. Seems to me they are a bit desperate for market share. Wouldn't it be easier for them to buy WIND and integrate it into Windows CE? I hate that possibility though. Seldom Blue@goWINDgo.com

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