Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: James Connolly who wrote (7454)	3/13/2000 10:28:00 PM
From: lkj	Read Replies (1) \| Respond to of 10309

James, WRS sees every embedded market as a separate market requiring a specific set of hardware/software. By acquisitions, WRS can provide complete solutions to each market. Being "complete" means to include everything from board reference design, system integration, OS, software servicing, and applications. Completeness wasn't so critical a few years back when Tornado served low volume customers. Now WRS is going after some very high volume consumer products, being complete is a great advantage, but it gets scary when I see too many acquisitions in a row. St. Dennis better be good at integrating companies. I don't think Applied Materials was ever known for it. Next two quarters will be critical. WRS will either take off or go bust. As you, I am betting on it to take off. Khan