>I think that the news is starting to get out about WIND and the Fortune article hits the masses.
You are right that news is getting out.
I may have neglected to mention that, for the first time that I know about, an embedded systems company, WIND, was specifically picked as a winner in the analysts' wrap up session at the H&Q show this year. This may have added to the interest in the stock, helping to take it up into the $30's.
I mentioned the Fortune article, but I didn't yet mention the Forbes July 7 issue, which also mentions our own Jerry Fiddler, and WIND. But better yet, the whole issue is about new digital technology with the theme being Moore's Law and its implications. If you think I overstated the case for EIDs the other day, read Forbes. I feel like apologizing for not searching hard enough for descriptive hyperbole.
Meanwhile, Business Week for June 23 focused on "The Digital Frontier" that also emphasized ubiquitous computing.
Finally, yesterday's IBD worried about Intel's future, because of obvious price competition from AMD, etc., but mainly because EID's break the Intel Architecture monopoly. We worried about this (for Intel) extensively last fall.
Yes, I think the word is getting out, and not just because of good PR. The importance of embedded systems is starting to get noticed by nearly everyone. When you search for winners, you find WIND in the middle of the pile.
Where is Microsoft? As one Venture Capitalist said in Forbes, Bill Gates only discovered the internet in 1995. I guess we still have some time.
A final measure of awareness, is how far we have come in a little over one year of life of the thread. In the beginning, everything about embedded systems seemed strange and new. Now, not only us, but the world is wrestling with all the implications.
Ramsey it is fun to think that this thread influences the price of the stock, but thank heavens it doesn't. What is influencing the stock is the realization of something big, really big, beginning to happen.
Allen |
