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: Mark Brophy who wrote (1901)	9/2/1997 10:15:00 AM
From: mac	of 10309

> Every industry is seeing a trend towards outsourcing > and Wind River is dependent on the trend continuing, too. >You shouldn't be invested in the stock if you're afraid of a pullback >to in-house development. You're comparing apples and oranges. Both Radisys and WIND are dependent upon outsourcing. But with an RTOS, once you've made the move, it's extremely unlikely that you'll pull your next RTOS back in house. It would make no sense from either a "time to market" viewpoint, or immediate economics. On the other hand, it's much simpler to pull your next system in house. Hardware has always been less of a "black art" than software. Engineering managers love to buy their way out of a software problem. Not so with full systems. That's where that feel challenged. >Wind River was founded in 1984 and has seen a recession > every year except the past year. I must admit that you lost me there :) >It's a Worker's Paradise where the employees have >appropriated all the profits for themselves and >nothing is left over for Evil Capitalists like me. This evil capitalist is quite happy with that scenario. Give them more as far as I'm concerned. Since you're not invested in the company, I'm not sure your vote counts :) mac

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