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Technology Stocks : Wind River going up, up, up!
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To: MONACO who wrote (2758)2/10/1998 5:49:00 PM
From: J. Kerner  Read Replies (1) of 10309
 
MONACO,

Since Allen is gone for a few weeks I thought I'd try and answer your questions.

Wind primarily dominates infrastructure markets such as networks,printers, I2O, etc, etc,etc. These acquisitions are part of the company's push to become a bigger player in the consumer markets such as Java phones, set top boxes, PDAs, etc. It looks to me like, instead of Windows CE moving into the Wind River's big markets, it might end up being the other way around. In any case, I don't think it is technically possible for Windows CE to threaten any of Wind River's current "bread and butter" markets at this time.
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