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


To: lkj who wrote (5820)7/10/1999 12:07:00 AM
From: Joe Smith  Respond to of 10309
 
I would love to do email, surf the net, etc. on my TV. No need to venture to my PC for that. Can't imagine working on a spreadsheet, word doc though. I agree with you...



To: lkj who wrote (5820)7/10/1999 9:13:00 AM
From: Benjamin Ostrom  Read Replies (4) | Respond to of 10309
 
One point missed from people's radar screens is that Wind is positioning itself much more into the services area. Coupled to the new pricing strategy which allows more potential users, and seeding the university engineers, Wind is preparing for the next technology revolution in my opinion.

Up to now, technology design for chip controlled devices was relegated to big companies with big capital invested. Over the last years we are seeing a breakdown in this structure. The hardware is becoming standardized and cheap due to economies of scale. Contract producers, call them the big companies, are widely used for production.

I believe that Wind is aligning with the next step where small companies spawn complex chip controlled machines and even robots without massive capital investments in R&D. Services and good software will cater to this group, and Wind is the clear winner IMO.

And don't worry - Microsoft is NOT an applied engineering software/consulting company. There's a massive cultural difference FAR GREATER than Microsoft's shift to the Internet so widely publicized. Culturally, Microsoft wants to STANDARDIZE and guide an identical user (customer) base to maximize economies of scale. This has been the strategy from Day 1 I believe. This is absolutely opposed to this new revolution in TAILORED solutions outlined above for small, embedded device design.

We're moving toward a new level... Like Anikin Skywalker tinkering on his pod racers... The future is coming for build your own devices.

Sincerely,
Ben