To Allen and all:
Just wanted to take time out and wish everyone a healthy and a happy new year. I was sitting here at pondering WIND's future at an old 486 computer in my parents house and thought I would post. I still marvel at the developments that have taken place since this computer (2 and a half years ago). It makes me realize how far we've come and how far we still have to go. Allen's imagery of computers being like a car in the jungle rings more and more true every day.
As 1997 closes and 1998 begins, I am awed at the tremendous potential WIND has in front of it. Quite simply, I have never seen a better company. It has the best business model (royalty based software) in the ultimate growth industry for the 21st century (embedded computing). Best of all, this unbelieveable growth opportunity can be had for the bargain basement price of about 60 times trailing earnings. Who says the market is always efficient?
In the meantime, I had a few questions about Allen's latest Java post, particularly concerning bandwith as the dragonslayer of Java.
<<Run-anywhere Java only has an intrinsic advantage when random application parts must be downloaded interactively over a network with relatively limited bandwidth. This situation is met with the human machine interface to random applications using popular wired and wireless WANs. This situation could be altered near-term if cable modems become prevalent (Gates invested $1 billion to each of two cable companies to seed this process.) The limited bandwidth situation might even be eliminated for the entire world in one stroke if Bill Gates successfully launches Teledesic, the LEO satellite system, for a mere few billions of dollars (providing unlimited high-bandwidth communication free).>>
Allen, I found your discussion of java's future fascinating. I get most of the reasons that java overcomes limitations with bandwith, but I was hoping you could explain a little more about why unlimited bandwith makes java obsolete. Also, could you please explain a little bit about Teledisic and why satellites promise ulimited bandwith. I am sure the thread would be most appreciative, as always.
In the meantime, Happy New Year to everyone. May 1998 be a great year for you, your families, and for WIND RIVER.
Regards,
Jason Cogan |
