Insignia Solutions (INSG) Message Board

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Technology Stocks : Insignia Solutions (INSG)

INSG 11.25

-3.1%

Nov 14 9:30 AM EST

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To: Zed who wrote (505)	1/23/1999 4:23:00 PM
From: Mark[ox5]	Read Replies (1) of 1606

Z, I am long this stock as of this past week so please don't read this as a shorter trying to incite fear... but... In your post you said "I recall a conversation with HP several years back when they said the market for embedded control and monitoring devices is several Billion Dollars. HP is a major player in that market, so is Honeywell." So right now we have Hewlett Packard, Honeywell, and Sun itself all of which compete with INSGY??? (you said SUNW itself has a Java virtual machine) So all these huge companies with lots of money for marketing and huge sales forces competing against itsy bitsy INSGY? It just doesnt make sense unless INSGYs technology is 2 years advanced over any of the others. Maybe they are a buyout candidate but unless their technology is so far ahead of the other big players how can they win this? Thanks in advance... Mark

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