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Technology Stocks : Wind River going up, up, up!
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To: Peter Church who wrote (9656)5/18/2001 11:08:29 PM
From: lkj  Read Replies (1) of 10309
 
Hello Peter,

I think WRS is too big in a couple of ways.

1) It has too many solution level products. WRS should focus on just 3 or 4 solution level products.
2) Its servicing unit is too big and too broad. At least on the hardware side, it should get out of it. On the software side, I would like to see more 3rd party doing the design.

Many of their competitors will be on the verge of bankruptcy soon.

Though it maybe true, it doesn't matter much. What is WRS' market share for commercial RTOS? 80%? 90%?. Even if the other 10% to 20% all die, there is not much for WRS to gain. What it has to worry about are the free products and home-grown products. WRS' biggest challenge is still to persuade chip makers such as Qualcomm to switch to a commercial RTOS.

Would you discourage them from making more acquisitions?

I like to see more acquisition related to technology, not service.

Regards,

Khan
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