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: capt rocky 1 who wrote (9605)	5/9/2001 12:55:04 PM
From: Bill Fischofer	of 10309

Re: Takeovers MSFT won't make any moves until it gets the DoJ off its back. My guess is that if the Court of Appeals rules in their favor (ruling expected within the next 30 days or so) and the DoJ backs off and settles the case this Summer then I'd expect MSFT to start getting aggressive on the acquisition front by the Fall. That $30 billion in cash on their books is going to be used for something other than just collecting interest. I don't know if WIND would be the first company they'd want to buy but I'm sure it would be on a short list somewhere. WIND's recent BSD deal makes them less attractive to MSFT though. A buy by INTC, SI, etc. would face the problem that other WIND customers would not appreciate buying key software from a direct competitor. My best guess is that WIND stays independent for some time, which I'm sure is what WIND management would want as well.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next