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

To: Benjamin Ostrom who wrote (5823)	7/10/1999 9:24:00 AM
From: w2j2	Read Replies (1) \| Respond to of 10309

Why did Abelman want to sell? What did he know that we longs do not? If he wanted to sell, I wanted to sell. wj

To: Benjamin Ostrom who wrote (5823)	7/10/1999 3:05:00 PM
From: lkj	Read Replies (1) \| Respond to of 10309

Hi Ben, Great points, I agree with all but one. 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. I think it is too early to say that Microsoft's standardizing model will not survive. Microsoft's future growth is greatly depended on CE's acceptance, even if it means that Microsoft has to pour billions of dollars into companies such as AT&T to guarantee CE's success. If Microsoft's business model is not suited for the embedded market, Bill Gates and Steve Balmer will change CE's business model. Microsoft will be the dark force that Skywalker has to deal with. Regards, Khan

To: Benjamin Ostrom who wrote (5823)	7/10/1999 6:55:00 PM
From: Peter Church	Read Replies (1) \| Respond to of 10309

Great posts Benjamin. It sounds like you agree wholly with Jerry Fiddler about the Post PC market opportunity for WIND. >>>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.>>> I have little contact with the embedded industry outside of being an investor in WIND. Do you have first hand experience in the industry which allows you to see these developments from a different POV and from an objective perspective? I think Jerry has one of the best seats to watch the industry and I respect his opinions and enthusiasm. But it is good to get fresh views on the action. Thanks

To: Benjamin Ostrom who wrote (5823)	7/12/1999 2:05:00 PM
From: Wysiwyg	Read Replies (1) \| Respond to of 10309

Ben, As a platform owner, hasn't Microsoft always relied on VARs to build custom apps and do the actual consultant work. Couldn't this model work in the embedded market? There's a company in Bellvue called Bsquare or something like that, whose entire business is solutions based on Windows CE. The fear that keeps me with only a token position in this company is that there are a bunch of desktop Win32 API rejects out there looking for a new horse to ride and WinCe seems to be their ticket. In a platform war consensus is often the most powerful force. Throngs of third-party vendors with hundreds of mediocre solutions can look like a safe bandwagon. Wysiwig