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

To: James Connolly who wrote (6156)	8/22/1999 8:04:00 PM
From: Erwin Sanders	Respond to of 10309

<<If you were in the network chips/equipment business and Cisco was a competitor of yours, would you use TMS now or a late IOS ? >> Look at another parallel here. EMC and IBM are fierce competitors in the enterprise storage market. Yet, EMC buys a lot of the hard disks from IBM, and in fact, EMC and IBM have both signed an agreement for a substantial sale of IBM's drives to EMC. New business models are emerging where the distinction between client and competitor is fading. Erwin

To: James Connolly who wrote (6156)	8/22/1999 8:33:00 PM
From: bythepark	Respond to of 10309

James, I'm wondering if you or others on this thread might have some insight into the in-car 'AutoPC' market and how that might relate to WIND. I bring this up because someone on the RSYS thread noticed the following about MOT ... <http://www.mot.com/SPS/WIRELESS/business/overview.html> > Motorola: <snip> > Is executing on contracts with seven automotive companies for in-car > wireless communication and information products and once GM starts its rollout of OnStar this Fall, the Fords and the rest surely will have to answer with something of their own ? --alan