Wind River going up, up, up! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tom ablett who wrote (9252)	3/2/2001 1:42:11 PM
From: Peter Church	Read Replies (2) of 10309

My feeling after hearing the conference call is that the company is not only going to survive this telecom/tech shakeout but will emerge much stronger. As Jerry reiterated, increased competition is driving more research spending among their customers and WRS is the inevitable beneficiary. Nortel's decision is a good indication of what is going on. The technical requirements for RTOS are just too complex for anyone to justify roll your own anymore (Hardware more powerful, network processors are difficult to program, bandwidth going up, protocols more complex, functionality going up, complexity going up!!). WRS will gain in market share even if the overall market softens. When the market rights itself, the era of "pervasive computing" will be in full bloom with WRS at the lead. With this scenario and the fact that WIND has met all their financial commitments in the midst of a major restructuring and merger year, it makes sense for money managers to buy WIND as a safer bet in the high tech space, especially if they have to be 100% invested anyway. I'm guessing that the buying will begin soon.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next