SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Wind River going up, up, up!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: James Connolly who wrote (5344)5/29/1999 4:28:00 PM
From: peter grossman  Read Replies (1) of 10309
 
There are lots of possible reasons WIND's stock price has recovered, including it should never have gone down so much.

But I think the most intriguing to speculate about is the Liberate connection. From an asset point of view alone, the inevitable IPO can't hurt the balance sheet. From a strategic sense, WIND is in with all the major, major anti-Microsoft in crowd -- Oracle, Sun, AOL-Netscape. The battleground is no longer the Network Computer, but thinner post PC clients/appliances/set tops that can't use Windows and don't need CE.

Even if this anti-Microsoft contingent ends up being the MacIntosh of ubiquitous communications, the royalties to WIND may make I2O look like a petty cash account.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News