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

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To: Allen Benn who wrote (2536)12/16/1997 10:42:00 PM
From: voop  Read Replies (1) of 10309
 
Allen

Can you comment on Java subsets PersonalJava and EmbeddedJava which, according to the Gilder Technology report are designed for RTOS.He goes on to state "Typical real time applications
are transactional processes such as Internet commerce and audio and video for consumer devices. PersonalJava serves small form-factor devices such as smart phones, while EmbeddedJava is useful in pagers, with simple character based displays, or other embedded functions. Companies licensing PersonalJava and EmbeddedJava (such as TI) represent more than 50% of the totoal market for commercial RTOS systems, for set-top boxes, web phones, pagers and other appliances."

What role does these Java subsets play as WIND competitors, what is WIND's stake in the Java world, and for those familiar with Gilder's Telecosm thesis and portfolio, why not include WIND with its Jetsend, Qualcomm, and I2O anchors?

David L Schneider
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