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

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To: samkin who wrote (437)1/3/1997 8:07:00 PM
From: Jim Privat   of 10309
 
David,

I own some WIND stock, but I don't have any problem with someone being
here and expressing contrarian views. It's always good to hear the other
side of the story.

At any rate, my impression from your posts here is that you have found
some negative items about Tornado and WIND, which may be very accurate
(I'll leave the technical debate to others who know more than me about RTOS).
However, it seems to me that you're making a mountain out of a molehill on
at least some of these points:

1) Negative comments about Tornado in comp.os.vxworks -- I'm a programmer, so
I have occasion to read the comp.os.ms-windows Usenet groups from time to time.
These groups contain LOTS of complaints about Microsoft, their products, and some
of the crazy bugs they put in their code. These complaints, much like the
complaints about Tornado, may be totally valid. But that sure hasn't stopped
Microsoft stock from doing well. Neither has the "alt.destroy.microsoft"
Usenet group. :-)

When you get right down to it, MS-DOS was a pile of @#$, but it got the job
done, and Gates got the right licensing agreement at the right time.

Programmers are notorious for complaining about code that they didn't
write.

2) Need to control standards for success? I'm not sure I entirely buy
this premise, but I'll assume it's true for now. With the majority of the RTOS's
being in-house jobs, it doesn't seem to me that there is a standard yet.
This provides an opportunity for Wind as one of the leading RTOS vendors.
And surely having Intel choose VxWorks for its I2O initiative is a step in
the right direction.

3) Regarding the dig at Allen's "up up up" thread title, he created this
thread on Feb 21, 1996 when WIND was in the low 20's. I'd say a stock that
has doubled in less than a year qualifies for "up up up" status. Sure, it's
been going down lately, but Allen can't do much to go back and change the title
at this point.

Best regards,

Jim
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