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Technology Stocks : All About Sun Microsystems
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To: Ben Antanaitis who wrote (9932)5/25/1998 7:06:00 PM
From: E_K_S  Read Replies (1) of 64865
 
To Thread: Here are some interesting links from the WIND thread (Wind River Systems). WIND products focus on embedded systems. They are bias to INTEL and MSFT (ie. WINTEL) type hardware and OS and therefore may show some overall negative comments to SUNW.

It is another view point that the SUNW investor should be aware of.

www3.techstocks.com
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www3.techstocks.com

(Complete index by subject of SI WIND posts flash.net

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Summary: As a bullish SUNW investor, it is always helpful to read other opinions about our company. Wind River Systems provides embedded system products and is the leader in their industry. It appears that their business plan includes the INTEL/WINTEL OS platform and excludes SUNW. Sunw's embedded JAVA OS may meld the Intel/WIND products together but it is still not clear how this is accomplished.
Sunw's biggest opportunity going forward is their contract with TCI to develop the Set Top Cable Box. This box will use a WIND product if an INTEL chip is used.

It will be interesting how this eventually gets resolved in the overall design of the cable Set Top Box.

EKS
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