Of course you are correct. That's why I referred to the market as bifurcated. WIND has not been associated with internet software, so I'm right too.
We all know that WIND is, in fact, an internet company. The difference is that it is not yet a so-called “Hot Ramp” internet company. To date, WIND has concentrated on internet infrastructure, which has been largely responsible for WIND's impressive, but not Hot Ramp, growth. Even if WIND got everyone in the world to recognize that all Internet Appliances are embedded devices; ergo WIND will be a prominent Internet player, there is no point in pushing the PR prematurely.
Internet Appliances won't garner significant public enthusiasm probably until NCI goes public, later this year. Should NCI hold the promise of Hot Ramp growth, then WIND must begin rapid dominance of that space, holding nothing back.
You might note that Michael Kertzman, the highly regarded NCI CEO, will be a keynote speaker at WIND's upcoming Developers Conference in May. A synopsis of his address is interesting:
Technological innovation in the coming new century will still be built on microchips and software, but we'll be using digital devices – not PCs. These devices will be simple, they'll be cheap, and they'll do a few things very well. But you won't access the Web from your microwave. Herewith the CEO of Network Computer debunks the myths surrounding information appliances and the Internet in a post-PC universe.
In future, the market may still be bifurcated, but perhaps WIND will be in the part that is appreciated by investors.
Allen |
