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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: SPSEIFERT who wrote (7087)	3/15/2001 3:37:54 PM
From: JakeStraw	Respond to of 10934

SPSEIFERT, I like WIND also, but feel it might be a little overvalued in the present market.

To: SPSEIFERT who wrote (7087)	3/15/2001 9:44:17 PM
From: RoseCampion	Respond to of 10934

what is happening in the embedded systems market and more specifically Windriver Systems as the leader in Operating Systems for these embedded systems I don't follow WIND much anymore, but: IMHO, Embedded Linux (aka open-source based) OSes would seem to possess the ability to form a substantial threat to WIND's proprietary, closed-source products in any number of markets, and that fact alone is enough to put me off of the stock right now. I think they're a great company with fantastics products, but the more I hear about the inroads Linuxes are making in the embedded market (STBs, firewalls, space probes, toasters... :), the more I think the WIND CAP could be shrinking by the day. Just my untutored opinion, again on a stock I don't follow and don't hold. -Rose-