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

To: James Connolly who wrote (6153)	8/22/1999 7:06:00 PM
From: Erwin Sanders	Read Replies (1) \| Respond to of 10309

Interesting article indeed, JC. The question is, even if Wind's TMS is the first off the mark, can Wind effectively compete with Cisco if and when the latter enters the market with the already established IOS? Isn't there a parallel here with VxWorks vs WindowsCE on those applications that do not require real real time? Just the threat of Cisco entering the market is likely to depress the Steet's forcast of future TMS earnings. We all recall that Wind labelled TMS as "Cisco in a box" a few CCs ago. I cannot see Cisco letting Wind having its way for long here. Cisco uses VxWorks in some of its equipment. Might there not be a danger to this relationship if Cisco perceives Wind to be a competitor (or "enemy" in MSFT's language)? Erwin

To: James Connolly who wrote (6153)	8/22/1999 7:07:00 PM
From: Erwin Sanders	Respond to of 10309

Interesting article indeed, JC. The question is, even if Wind's TMS is the first off the mark, can Wind effectively compete with Cisco if and when the latter enters the market with the already established IOS? Isn't there a parallel here with VxWorks vs WindowsCE on those applications that do not require real real time? Just the threat of Cisco entering the market is likely to depress the Steet's forecast of future TMS earnings. We all recall that Wind labelled TMS as "Cisco in a box" a few CCs ago. I cannot see Cisco letting Wind having its way for long here. Cisco uses VxWorks in some of its equipment. Might there not be a danger to this relationship if Cisco perceives Wind to be a competitor (or "enemy" in MSFT's language)? Erwin