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

To: Snowshoe who wrote (31022)	9/3/2000 8:03:33 AM
From: unclewest	Read Replies (2) \| Respond to of 54805

The lock is high switching costs i think of wind in a reverse sense...i'll try to explain. first, i hope we all agree that embedded processors are experiencing hyper-growth. the question i like to pose is why have sony and other large companies who have enormous software design talent begun switching to wind? the answer is not complex, but it is multi-faceted. wind offers a complete end to end solution, widely accepted as more than adequate for the job. they include the os and give away free design tools making it easy for everyone to work with. assembling and maintaining a software design staff is difficult and expensive. the concept of each and every company maintaining a staff to design an in-house os for every little product is very expensive and dumb. this is perhaps the most important...wind accelerates time to market by eliminating this extra design process. john huber has done a magnificent job presenting in great depth and with huge effort the case for wind. in his posts he has touched on some of the design wins...he mentions how many ways csco uses wind (if i recall correctly, over 90% of csco's acquisitions in the past year use wind). he has pointed out the 1000 design wins including palm, and sony that wind has just this year. i could go on and on with this list...but i'll spare you and just mention one other company that uses wind....elon. as product designer engineers of large and small companies become more and more focused on wind, as more and more companies design products with wind, the switching costs become more and more msft like imo. wind has dampered its earnings with acquisitions. one of the most recent was wind's #1 competitor...this move substantially increased wind's market share making them the dominant player by far. wind now has the complete team they need. they have the products for networking and internet connectivity design. they support mips and more importantly arm which intc is using for bluetooth. i agree with john that you should consider looking at the products using wind to see if a storm is brewing...and consider the quality of the companies switching to wind in evaluating the quality of wind's products. to answer the most obvious question...yes, wind does have IP. for those concerned about linux, i offer this very recent post from a respected wind thread member.(St. Dennis is wind's ceo) I saw the CNBC interview also...St. Dennis did a good job. The Linux question was answered by him something like this... Wind uses Linux itself in some areas, Linux is not at the stage of development for Wind to develop products for it yet, Wind is not opposed to Linux and is keeping a close eye on any opportunities that may arrive. So, he's saying that it's too early in the Linux game for them to really crank up the product cycle, but they are very familiar with it and can move there easily in the future... i consider wind to be one of my safest investments. in 5 years, i expect to be shocked at the performance of my wind shares. 40% annual will keep me happy while i wait for the really big returns. anyone considering wind...think about this. wind has had a recent run and publicity, please remember my technique of averaging in....at least 3 buys over a period of time trying to catch dips. although i already have my position, i do not disagree with UF's strategy of waiting for a clearer sign that the tornado is underway. the difference between us is that i like to participate in the early gains. i am convinced that UF sees something in wind or he would not have bought those calls. short term calls are a timing issue...his was off that month...no big deal...except to him. :o) i would encourage everyone to reread john's posts...do your own thorough dd and post what you think and did after that on the wind thread. unclewest