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

To: Starlight who wrote (7609)	4/8/2000 9:33:00 AM
From: Benjamin Ostrom	Read Replies (3) \| Respond to of 10309

I think WIND held up pretty well with the shakeout. I think there is now a divergence between those techs which have no proven record and profits and those with consistent growth. Wind is in the last category, and I expect continued rotation within tech. So I added at 38. Regarding Linux, I do not find this as a threat at all. As I see it, WRS is the leader in the high end embedded development /software category - this is where the big $$$ are. WRS is now the veritable "brain trust" of the embedded industry. What is the high end? It's the large corporations which demand reliability, SUPPORT, fast time to market. They willingly pay for WRS licences/royalties to access its thought and execution power. They cannot afford a screwup. Linux is simply open code. To make money out of it, you have to package and support it. Enter Red Hat and others. But these co's are new to the embedded game and don't have the people or contacts with the big companies, and hence won't IMO dislodge these large contracts. Linux may attract the smaller companies with low budgets and longer time to market. There is nothing to stop Wind River from entering the Linux market with a low maintenance, "do it yourself" product of its own, for it just takes a bit of packaging and marketing - for the code is free. WRS rules the embedded space as long as it retains its software engineers. With substantial growth predicted, we should have good times ahead. A technical question: how fat is embedded LINUX compared to VxWorks? Sincerely, Ben