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

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To: Allen Benn who wrote (607)3/1/1997 4:18:00 PM
From: Jason Cogan   of 10309
 
Allen:

>>But the big potential for run-time license revenues is when VxWorks is in handsets.
Is it in the Sony/QCOM CDMA handset? Will it be when QCOM introduces
smarter devices? What about Nortel's smart wired phones? When the answer to
these questions starts to be yes, then run-time license revenue from CDMA
applications will soar.<<

What makes you think that VxWorks will eventually be included in the handsets and smart wired phones? It appears to me that WIND's relationship is much more secure on the infrastructure side, with the likes of Lucent and Nortel. I would love it if VxWorks became the OS of choice on the client side, but besides saying that Qualcomm was one of WIND's top priority customers, they didn't indicate anything about smart phone development. Have you found out some other information elsewhere?

Regards,

Jason Cogan
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