11 Trends and 22 Stocks that should benefit as the industry shifts away from PC's-----
Interesting report. I don't feel that they slighted WIND, they didn't mention INTS or MWAR either and only mentioned MSFT in the same line as AOL, GLC (travel reservations), SE (electronic commerce), CERN (health information). Why do you think they left RTOS's out of the report?
The report mentions some interesting companies that will benefit from the shift in technology. However, in a bear market, I would be more interested in the companies that would be left behind as short candidates. Do you have any suggestions on which companies these might be? The box makers like GTW may be hurt. Any others?
Does anyone have a comment on INTS's 2Q report? I see that they have not increased their service earnings. That was disappointing two quarters ago.
Here is quote from Allen Benn #2988 (Allen, are you still here?) regarding INTS:
"...To succeed in this business, many of the companies that see themselves as RTOS vendor will need to revamp their image, and become applications consultants. They will need to change from providing cutesy toolsets to rolling up their shirtsleeves and helping product companies develop new products. The RTOS, IDE, compilers, etc. will be industry-standard supplied by WIND or, in the far future, Microsoft.
INTS has already signaled an eagerness to play by the new rules. So has Mentor Graphics. Microware needs to sign on, as well as most of the remainder of the RTOS holdouts (there will always be a few independents testing new waters, like Integrated Chipware). Third party library providers will luxuriate in being able to concentrate on just two RTOSs: VxWorks and a future Windows CE." |
