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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: the hube who wrote (5673)	6/30/1999 8:16:00 PM
From: MONACO	Read Replies (1) \| Respond to of 10309

If there is a chance of someone buying the company(due to this "chess-like" move)wouldn't a person be a bit nervous going short,could be a set up to get your head handed to you. With the stock acting like it has the past few months one has to feel something(good or bad)is going to result after an announcement like this. I'd be nervous buying it or selling it....very interesting....M

To: the hube who wrote (5673)	6/30/1999 9:56:00 PM
From: Don Lloyd	Respond to of 10309

John - (...It looks to me like WIND is keeping their options open--either to be able to buy a target using their stock as collateral, or to be acquired in a friendly takeover by a company using its stock as currency (ORCL?, SUNW? AOL?)...) As a remote possibility, there might be CEO candidates that carry their own companies along on their backs. There have been mergers that effectively end up with the CEO of the acquired company becoming the CEO of the combined company. FWIW. Regards, Don

To: the hube who wrote (5673)	7/1/1999 1:02:00 AM
From: lkj	Read Replies (1) \| Respond to of 10309

".... to be acquired in a friendly takeover by a company using its stock as currency (ORCL?, SUNW? AOL?)." Interesting statement, but we can take two of them out. If Oracle or AOL wanted WRS, they would have kept NCI. SUN has some possibility, but I think SUN likes every thing being open and everything being supported by everyone. Buying WRS will scare other OS vendors. What I see as a possibility is Intel. I2O is part of it. Intel also realizes that depending on Microsoft's CE is like asking for death. It sees the potential of owning an OS. Intel would certainly like to see both StrongARM and an OS to dominant a big chunk of the embedded market. As for this OS, VxWorks makes the most sense. Being a rather conservative company, Intel wouldn't have bought an OS company a couple years ago. But I think the Intel management is finally discovering the world after PC, as shown in its focus in StrongARM. WRS' technology makes enough business sense for Intel to take the plunge into the OS market.