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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 5:39:00 PM
From: J.Gold  Read Replies (1) of 10309
 
Allen,

In my previous post I worried aloud about MSFT's muscle tactics and the movement in WIND today is, I'm sure, a manifestation of MSFT's first real blast at RTOS vendors. I also noticed very little movement in INTS and MWAR which indicates that WIND is recognized as the leader and the only company with "something to lose". I'm not overly concerned about daily movements, just long term prospects.

I agree with your "fighting machine" analogy and would have never invested in WIND if I thought they would capitulate to MSFT's whims and try to sell or partner for a quick buck. I too think it will be very interesting to see how the RTOS market plays out over the next few years (interesting, but not risk free). I think the answer lies in the similarities and differences between MSFT's current product/markets and where they are looking to go. On the upside for WIND, I feel that MSFT could try to bull their "OS's will always be written just beyond the reach of the HW they are written for" philosophy into this marketplace. If they do, it won't work. On the downside, MSFT sees the potential (unlike IBM (or anyone else) in the early days of the PC and DOS) and obviously has the resource to stick it out. I think WIND can build advantages in the time MSFT builds "real time features" into CE. What I'm not sure about is how many advantages can be built in a year by a company WIND's size in a market with such vast potential. What are your feelings in that regard? Anyone else (like David L) care to comment? Also, what marketing differences will MSFT find in this industry? How quickly can they overcome them?

I will offer one prediction. Mark B. will soon post on the thread explaining why it is all over for WIND.
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