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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (3113)5/4/1998 11:55:00 AM
From: Richard Karpel  Read Replies (2) of 10309
 
Allen, are you insinuating that WIND is going to be the next MSFT?

I can imagine WIND getting to $10 billion in market cap (and I would be more than happy to settle for a mere 10-bagger) but I can't see it getting to $216 billion, the lofty heights at which MSFT currently resides. Before it gets to that point, Wind River Systems would have to become a household name and Jerry Fiddler would have to become a business tycoon celebrity.

Forget the tycoon celebrity part of the quotient for a second, but I can't see how WIND -- whose RTOS is hidden deep inside embedded systems -- is going to become a household name. For that to happen, WIND would have to use its dominance in the RTOS space as leverage into other markets, like MSFT has done with Windows.

So, did I read too much into your post, or do you really expect WIND to become the next MSFT?
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