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

To: James Connolly who wrote (7701)	4/29/2000 5:20:00 AM
From: lkj	Read Replies (4) \| Respond to of 10309

Wind River's support for Web software tuned for the Wireless Application Protocol (WAP). James, Does this mean that we will see a major push of pSOS/VxWorks in the mobile computing space? We know that pSOS has a design win with Motorola, but it's no comparison to the kind of momentum that Palm and especially Symbian is getting. Are we ready to go up against the big boys in the mobile industry? In my opinion, a combo of WRS' OS with the Palm OS can take on Symbian, but in supporting WAP, WRS seems to be wanting to take on EPOC all by itself. This, I believe, will be a mistake, because of the huge alliances EPOC has, this market is nearly impenetrable. There may be a little opening for WRS since none of the Symbian backers own much of the CDMA market. If WRS can sign a VAR deal on Qualcomm's ASICs or Intel's ASICs, we might have something to play with. But can our OS take on Palm and EPOC in the long term? The answer all depends on how the cell phone market will evolve. In my opinion, mobile computing will evolve into two categories. 1) Voice Communicator and 2) Mobile Computer. In Voice Communicator, I see something like a wearable phone that offers vocal interface only. An example maybe a wrist watch phone. In Mobile Computer, I see phone functionality moving onto PDAs, where these devices will be used to provide anywhere connections and on-the-go computation power. There is virtually no limit to what kind of applications will this computing power be used for. In the long run, I see VxWorks or pSOS doing okay in category one, but if it wants to jump into category two, it will have to sign a deal with Palm. But I would think that a RT-Palm OS is in the works. Regards, Khan