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Technology Stocks : Wind River going up, up, up!
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To: quelicious who wrote (2444)11/21/1997 11:52:00 AM
From: Ronald Paul  Read Replies (1) of 10309
 
CONFERENCE CALL (more)

Interesting to note was that some of the questioning about MSFT's CE and MSFT noise-making indicated (finally) some analyst understanding and acknowledgement that MSFT's product/strategy/business model does not play well in the embedded market with hard real-time requirements. On a technical note, OS requirements of system evolution tends to show a migration toward hard realtime, rather than the other way around, which plays well into WIND's cards.

On JetSend - when the market understands the potential for device-to-device communication over the internet, they will understand why WIND's key alliance here will pay off huge for them.

BTW, it was mentioned in the conference call about how bad HP's websites are. See for yourselves jetsend.com I've seen much worse.

Although Im not surprized by the market reaction to WIND's earnings announcement and conference call given similar reaction the last 3 quarters, Im still perplexed by the lukewarm response WIND receives when they are one of the very few small-caps that are positioned well for the type of growth in the embedded segment, well managed and consistently beat estimates 15 quarters running. I guess RTOS's and integrated tool sets for embedded systems just aren't that sexy to the market.

Still perplexed,
Ronald
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