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

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To: Allen Benn who wrote (3008)4/7/1998 9:30:00 PM
From: J. Kerner  Read Replies (1) of 10309
 
Hi Allen,

Microsoft's vaporware announcement coming off the ESC is a blatant example of predatory monopolistic behavior, which is a favorite trick of Microsoft. Announce a product years in advance to freeze the market and set it up for your late entrance.

How is this predatory monopolistic behavior when Microsoft doesn't have a monopoly on the embedded market and, in fact has market share in only one segment? What leverage do you think they used to get the TCI set-top deal and how could that be applied to other customers?

Also, when time-to-market pressures are one of the huge drivers in the move towards COTS RTOSs, why would anyone wait for a product that's at least a year away and, based on past experience, will fall short of expectations technically?

What do you think Wind's next move is? The H&Q tech conference is at the end of the month, then Wind has their own Developer's conference on May. 11. I think it is time to become more visible, at least for the sake of their investors.

Thanks in advance,
Jason
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