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

To: JAPG who wrote (38957)	2/6/2001 9:29:26 AM
From: Sunny	Read Replies (1) \| Respond to of 54805

I believe that the strongest form of gorillahood occurs when strong NE´s act on Network Type A, which is not the case here. But WIND seems to have a very strong Network type B. JAPG, Warning I am not a WIND shareholder and may not know enough to be mistaken as dangerous! One of the things that has troubled me about Wind is that inspite of the growth of their installed base the rate of growth of their revenues and profits make it appear that they do not benefit greatly from the adoption of their product. I may be wrong, but it appears that they may be confusing activity for achievement. Can you point to a time when the foundation they are laying in their TYPE B network will result in a growth of profits and returns to the shareholders? Sunny

To: JAPG who wrote (38957)	2/6/2001 11:18:43 AM
From: Seldom_Blue	Read Replies (1) \| Respond to of 54805

Article about Cisco mostly, but mentioned WIND: upside.com "Microsoft (MSFT) wants to capture a chunk of the embedded software market. Embedded software refers to programming packages that help run everything from alarm clocks and coffee makers to "smart" features in mobile phones and automobiles. To increase its market share, Microsoft is taking the unprecedented step of letting some chipmakers -- Intel (INTC), MIPS Technologies (MIPS) and ARM Holdings (ARMHY) are mentioned in a Wall Street Journal article -- alter the source code for its Windows CE operating system. Companies like Wind River Systems (WIND) and Symbian dominate the embedded software market." Seems like MSFT is not trying to play a gorilla game in the embedded market. If they allow others to alter the Windows CE source code, they will not be able to guarantee compatibility, hence not the open interface. That will defeat the purpose of rallying around a common standard. Seems to me they are a bit desperate for market share. Wouldn't it be easier for them to buy WIND and integrate it into Windows CE? I hate that possibility though. Seldom Blue@goWINDgo.com