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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: contax who wrote (8380)	10/17/1999 5:15:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

First, off, thanks for the informative post, Karim. I took a fast look at Wind, two things came up: 1: market cap, 839 million, still a small cap, but that does not mean it can't be a candidate . 2: stock has tanked this year. Why? On another topic, this post is really interesting. I went to "openfund.com" and checked out what they own and what they have done. I have bookmarked openfund after exploring it. 127.0.0.1:3456/SI/cache.pl?reply-11578672

To: contax who wrote (8380)	10/17/1999 11:23:00 AM
From: pala	Read Replies (1) \| Respond to of 54805

Hi Karim; Wind River is a great little company, I've researched it at length and found it to be a shiney pebble. Although they are the industry leader in embedded software they have no lock whatsoever, world class development tools but no lock. If you do an Internet search of embedded software you will find that thousands do it, there are industry journals ect. Most of this stuff exists in a vacuum with no need for a standard, if a standard is needed it is owned by the customer, ie Q. or whoever. Wind has invented great development tools to design to the standards of others. Lindeybill; I think thier stock tanked because of an earnings disapointment, these guys have been around forever and can't seem to really take off. Good Luck Doug

To: contax who wrote (8380)	10/17/1999 6:52:00 PM
From: voop	Read Replies (2) \| Respond to of 54805

Hi Karim Gorilla and WIND Good: enabling technology (yeah) Bad: company has one patent, plenty of copyrights, and hope there are not a lot of reverse engineering degrees in major universites Message 10389969 Good: crossed chasm with Vxworks and tool development kits but latest version's product adoption was delayed a quarter, revenue deferred Good: multiple bowling pins with design wins (over 5000) plenty with the whos, whos of technology. Bad: majority of these never have gotten accepted or crossed their own chasm Good: market share leader in embedded OS space in key areas with huge potential including aerospace, military, industrial, Embedded Java, I20 and NGIO, Jet send, varied automobile antilock breaks, fuel injections, and newer navigation systems Bad: has attracted attention of baddest gorilla before their value chain has tornado. This gorilla wants to CE itself in any consumer oriented embedded space such as PDA, Wireless Knowledge. Good: has superior technology to baddest gorilla with small kernal and proven significant reliability advantages (jet plane can not reboot at 33,000 feet) Bad: MSFT makes more in interest off cash than WIND market cap continued