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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (2931)3/24/1998 7:14:00 AM
From: J.Gold  Read Replies (1) of 10309
 
To Allen and all:

I've been reading this thread for a while and decided to give a trial
membership a shot. The information has been great. Thanks.

I'm interested in WIND and their long term chances against MSFT/CE.
I don't claim to know everything about the embedded systems market but I have read quite a bit and have a good feeling for WIND's cureent position as the leader in their field. MSFT is under investigation for "monopololistic" practices and is well known for muscling its way into new markets. It is also clear that Gates is well aware of the importance of embedded systems and is dedicating resource to it. Personally, I agreed with MSFT for the most part (without knowing everything that REALLY went on) in the browser argument, but also see what they are capable of when they are in attack mode (Encarta, other). It seems to me that DOJ is trying to close the barn door after the horses are out. Do you think DOJ has their eye on the embedded ball? Should WIND "cheat" and cry foul as soon as they sense MSFT pressuring their customers and partners? The set top box deal and the recent MSFT/APMC annoucement (although the latter is small) are both of concern, but I'm sure there is more to come. Do you think that the customer set is so different from MSFT's traditional focus that these questions are moot?
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