SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Wind River going up, up, up!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: g_m10 who wrote (2194)10/4/1997 4:19:00 PM
From: Snowshoe   of 10309
 
Since Windows CE is a multi-platform environment, I am not surprised to see a potential rift opening up between Intel and Microsoft as described in the article you cited. One of the articles on my list mentioned a Silicon Graphics exec who hoped that the MIPS architecure would dominate Windows CE, allowing SGI to become the "Intel of Windows CE".

Here is a summary of a research report that states: "Windows CE devices will allow Microsoft to expand its dominant position beyond traditional PC systems into thin-clients, network computers, and information appliances and may well break the Intel monopoly." ( zonaresearch.com ) While the conclusion about Microsoft's success seems premature, this quote does emphasize the strains on the Wintel duopoly.

I see both risk and opportunity here for WIND. Glad it has a good relationship with Intel and Oracle. I remain long on WIND.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News