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

To: lkj who wrote (6648)	11/2/1999 2:53:00 PM
From: Prognosticator	Read Replies (1) \| Respond to of 10309

You didn't ask me, but here goes anyway. There is currently around $2 per share difference between ISI's price 18 7/16 and 0.92 of WIND. The market apppears to be nervous that this deal won't complete. Not intended as investment advice. P.

To: lkj who wrote (6648)	11/3/1999 1:22:00 AM
From: Chinacat	Read Replies (1) \| Respond to of 10309

lkj, my first response to your question is: look at Wind's stock price! My second response is that, as both CEOs have been quoted as saying, it was an inevitable and natural turn of events. Finally, I must say that although any new /merged company will go through "growing pains", I think Wind management is solid and can handle the task of piecing together the puzzle, and integrating all the pieces. This is definately Wind's move up to "800lb Gorilla status". Although we can speculate how they will choose to integrate the technologies, I am sure they are still trying to assess which pieces to keep, which to toss, etc. Some possibilities: 1)Multiple OSs: "Tornado for VxWorks" / "Tornado for pSOS" 2)Multiple IDEs: "Tornado for VxWorks" / "pRISM for VxWorks" 3)Multiple everything: "Tornado for AnyOS" / "AnyTool for VxWorks" 4)Layered products: "give away the kernel, sell the OS, charge royalties for the middleware" My favourites are 3) "Tornado for AnyOS" and 4) "Give Away the Kernel" It will be fun to see what the outcome is. cheers