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Technology Stocks : Wind River going up, up, up!
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To: MONACO who wrote (3246)5/28/1998 1:17:00 PM
From: Allen Benn  Read Replies (1) of 10309
 
If all your saying is correct, why doesn't Microsoft approach WIND for what they need?

MONOCO, you are not quite with me on this. My point is not that Microsoft can't make or buy a competitive RTOS for embedded systems. Microsoft has enough money that it would be foolish to argue the company can't do something it wants. My point is that Microsoft is the world's leading GENERAL PURPOSE operating system company, and they like that business. They are good at it; their business model is designed around it; that's what they do. They have zero interest in selling an RTOS at $1 a clip with IP piled on by through middleware by others, like NCI and set-top boxes, Nissan and autonavigation systems, flashpoint for digital imagery, and Adobe for Postscript printers. Wind River would like nothing more than for Cisco to decide to layer their COS on top of VxWorks. Microsoft would suffer conniptions if Cisco were to suggest that a dis-integrated Windows CE form a hidden foundation to COS, with a $2 royalty.

Don't take my word for it. Look at what Microsoft is doing. When you look at the VenturCom homepage, what does it tell you?

The bottom line is that Microsoft and Wind River are not competitors - yet. When that day arrives, and it won't for a number of years, Microsoft will no longer have the capability to challenge the juggernaut of embedded computing.

Allen
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