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Technology Stocks : Wind River going up, up, up!
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To: ehasfjord who wrote (9987)2/24/2002 11:53:04 AM
From: Ausdauer  Read Replies (1) of 10309
 
fjord,

Have always been fascinated with the market WIND serves and it seems they have
taken advantage of the horrible economic situation to position themselves
for the next several years.

I was a bit surprised to hear the head count was 1799 at the end of last quarter.
This concept of having a modular mini-OS seems a bit less likely if there is a lot
of customization that is required from an off-the-shelf product. Perhaps this is
why they might focus on subscription-based contracting and recurring revenue from
service and maintenance. That seems reasonable as long as it doesn't price them out
of the market by making in-house production more logical and less expensive.

Aus
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