Wind River going up, up, up! Message Board

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

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To: Peter Church who wrote (10152)	10/25/2002 6:18:44 PM
From: SPSEIFERT	Read Replies (1) of 10309

Peter I have had this one for several years . They had great upside potential until telecom went down the drain. They are survivors and someday their royalty revenue could be huge.If you believe in the future of RTOs then this should be a big growth company. Their lead time will keep all newcomers out. Consider the costs absorbed by their customer base when they made the decision to use WIND for the operating system on the appliance they are marketing. The royalty cost on a per unit basis of whatever they are marketing is quite small in most cases. What is the incentive to go through all of the upfront costs to replace WIND. I am not a technical person but I do know something about how manufacturers thnk. The success of WIND's customers is almost wholly dependent in their time to market and the appeal to the buying public. If you find a big market for a new appliance your primary driving force is staying ahead of competition. Time to market is critical to this success. If you were marketing a $900 appliance would you try to cut costs on operating systems(critical part of the appliance) and risk being scooped by a faster competitor? I wouldn't. I would like your thought on this.

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