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Technology Stocks : Wind River going up, up, up!
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To: James Connolly who wrote (5310)5/24/1999 9:47:00 AM
From: Peter Church  Read Replies (1) of 10309
 
I listened to the CC and I am impressed with a couple of things:

Jerry Fiddler is getting good at making a pitch to investors. They are getting it that they need to proactively tell the WRS story and they are doing a great job. Jerry described the Internet as one huge embedded system. Now that the plumbing is in place, it is really ready to explode out into the Post PC era. The Post PC market will reach $3 Trillion as opposed to $0.5 Trillion for the PC market. (I'm not sure of the time frame here) WRS's goal is to become "THE leading supplier of software in the Post PC era." No modesty here. All activity is directed to providing software for the Internet infrastructure (Routers, Switches, TMS) and/or Internet appliances (which he described as a very young market where innovation is rampant). This IS an Internet Company.

Anyway, the CC is well worth listening to. It made me want to put more money into shares here and for the long term.
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