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

To: Ramsey Su who wrote (9932)	12/8/2001 9:00:53 PM
From: JSwanson	Respond to of 10309

Then you are out of luck. There have been zero in-depth (initiating coverage-like scope) reports in the last 12 - 14 months. Regards, JS

To: Ramsey Su who wrote (9932)	12/9/2001 8:23:27 PM
From: lkj	Read Replies (1) \| Respond to of 10309

Hi Ramsey, Maybe there is not much worth looking up. On one side, there is the belief that WIND has a Microsoft-like business model that one day may turn into a mini-Microsoft. On the other hand, some people will tell you that Wind is not much more than a service/tools company that happen to make a piece of software that's classified into the same category as Windows. My feeling is that Wind is closer to the latter than the former. I don't buy the argument that Wind will come out of this recession stronger than before. Wind/ISI already owns this space, how much stronger can it get? As a near monopoly, it still has no pricing power. That alone tells us that VxWorks is nothing like Windows. Best, Khan