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

To: Starlight who wrote (7700)	4/28/2000 6:49:00 PM
From: James Connolly	Read Replies (1) \| Respond to of 10309

Microsoft spins CE 3.0, overhauls embedded eet.com "Microsoft's keenest competition comes from Wind River, which bulked up for an embedded battle late last year with the acquisition of Integrated Systems Inc. The company laid out its own postmerger reorganization at the Embedded Systems Conference in March, setting up three application-specific groups for networking, consumer and the traditional transportation, defense and industrial markets. "We see a trend toward more specialization that requires core expertise in specific markets," said Fogelin of Wind River, which employs some 500 field support personnel, against 70 dedicated salespeople in Microsoft's new embedded group. Fogelin believes Microsoft's plans to field a full-blown PC browser would not suit information appliances as much as Wind River's support for Web software tuned for the Wireless Application Protocol (WAP). "Microsoft's Internet Explorer 4.0 doesn't give you jack in terms of an efficient WAP browser," Fogelin said. "It's not about the desktop experience, but about content that will morph to new kinds of devices." Dataquest's Nadamuni said Microsoft could see success in the industrial automation realm, where "the barriers to entry are lower than they are in consumer electronics." Regards JC.