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

To: Guy Hillyer who wrote (16789)	1/29/2000 11:15:00 PM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

This has been an interesting back and forth on WIND. And, John, you've been a remarkable proponent for the company. (Not that your job is done, of course!) But, Guy--If what you say is a primary consideration ("the embedded OS creates an common environment where new systems fit best if they all use the same OS"), then I'd think that this would give msft a huge advantage going forward. They've already got the OS that works with printers and scanners and the web, and etc. Surely, all they'd have to do would be to develop an OS extension that would be compatible with Windows. [Of course, I recognize that CE doesn't fill this bill--it's much too bulky] Alternatively, do we see wind's OS being a potential discontinuity, coming in under the radar, and potentially extending as an OS for a broader and broader range of devices, ultimately threatening msft's hegemony?