Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: lkj who wrote (9242)	3/1/2001 4:30:58 PM
From: Snowshoe	Read Replies (2) \| Respond to of 10309

From Briefing.com Wind River Sys (WIND) 25 5/16 +1 13/16: -- Update -- Company warns for FY02; sees EPS of $0.68-0.70; current EPS estimate is $0.73. WIND shares down to 24 3/4 after hours.

To: lkj who wrote (9242)	3/3/2001 5:01:42 PM
From: bythepark	Read Replies (1) \| Respond to of 10309

CSCO's IOS - Creaking with Age ? Khan, Could this 'Creaking with Age' sort of thing be why NT has chosen to standardize on WIND ? Any guesses as to who might be next ? --alan From Business Week businessweek.com > CAN'T PLEASE EVERYBODY. Here's the problem: Although Cisco prides itself on > its comprehensive software, what it has to offer holds only limited appeal to > providers of optical machinery. To understand why, turn back the clock to the > early '90s, when Cisco created a software-management system called IOS > (Internet Operating System). > IOS is one of the main reasons why Cisco was able to turn its acquisitions' > technologies very quickly into profits. Because IOS was so modular and easy to > program, a new product could be ported to it in a matter of weeks. By > comparison, it took years before 3Com (COMS ) finally had a unified software > structure that oversaw the products of its disastrous acquisition, US > Robotics. > But IOS loses its value when those products are used on a network in > conjunction with competitors' technology. Cisco's primary customer base is the > so-called enterprise community, better known as large corporations. When > building a network, these clients like to deal with one vendor and, as a > general rule, will be glad to buy all the pieces from one supplier like Cisco. > "CREAKING WITH AGE." Telecom companies, on the other hand, want to assemble > their networks component-by-component, and they have no interest in overseeing > a voice-and-data system that serves, say, a million people with another > company's proprietary software. "IOS is creaking with age," says Johnson. "It > works in the enterprise space and nowhere else."