Wind River going up, up, up! Message Board

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

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To: Allen Benn who wrote (2975)	4/2/1998 12:33:00 PM
From: Ramsey Su	Read Replies (1) of 10309

Allen, question on the economics of whatever this WIN/CE/embedded vaporware. I assume we all agree that MSFT has a monopoly in OS. The cost of WIN95, soon WIN98, at around $50(?) was a fraction of the cost of a $2000+ PC. Now with the sub $1000 and talk of sub $500 PC, the cost of the OS could be 5-10% of the PC. Do you think the boxmakers are going to team up soon and squeeze MSFT, or start calling J Reno's hot line? Does the embedded world have room for the type of profit margin that MSFT is used to? It seems unlikely that MSFT is going to be able to monopolize any RTOS. Why would they have any advantage at all? In the end, they may succeed in bringing a lot more attention to this arena and benefit WIND. Come to think of it, I better run out and buy some more WIND on the pull back this morning. Ramsey

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