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

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To: Allen Benn who wrote (2916)	3/20/1998 5:01:00 PM
From: F. Foos	Read Replies (2) of 10309

Allen, >re: What can MWAR do to survive?< Even though MWAR has little to show for their work in the STB market, it would be fair to assume that they accumulated considerable knowledge in video processing applications. Would Sun or Microsoft be able to easily duplicate or acquire this expertise? MWAR could contract to develop real-time application programs for OEM customers. These customers wouldn't necessarily be limited to the STB market. A more cynical interpretation of events is that MWAR's "big play to dominate the high-end set-top box a few years ago" was a Hail Mary and that the IDE development is also. Frank

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