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

To: contax who wrote (8565)	10/20/1999 10:46:00 PM
From: the hube	Read Replies (1) \| Respond to of 54805

>>WINd's VxWorks is the dominant operating system in the embedded market place and is well on it's way to become the dominant operating system in set top boxes. WINd may not yet be dominant in all embedded systems, but it certainly seems like it already is for communications infrastructure. Here's what they had to say about CRDS, today's high flying IPO, from their 5/20/99 earnings release at wrs.com "Products in the Internet infrastructure based on Tornado and VxWorks© include Broadband Access Systems? Cuda 12000 IP access switch which was selected as the best new product in the WAN and remote-access equipment category at the recent NetWorld + InterOp tradeshow. Crossroads Systems, Inc., also chose Wind River?s software for the development of its next generation storage networking solution. Crossroads Systems has become the defacto standard in storage routing and is at the forefront of the future integration of networks and storage solutions that will deliver startling advances in the way that data is stored, retrieved and managed." I wonder how long it will take Gilder to annoint them as a telecosm company? Which will they be--Gorilla or King?

To: contax who wrote (8565)	10/21/1999 3:47:00 AM
From: pala	Respond to of 54805

Well Karim you may have a very good point there, I notice WIND jumped 5% today for a 3 month breakout (I'm discounting 1 dead cat bounce). On no other news, that very comment >>On the M$FT conference call they mentioned that the competition for CE was tough and they thought that set top boxes in particular would roll out slowly.<< May have cracked the FUD around CE just a little bit. Good Luck Doug