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


To: Ausdauer who wrote (9982)2/22/2002 2:52:33 PM
From: Peter Church  Read Replies (1) | Respond to of 10309
 
Ausduer, auf der Mauer:

Wind's competition is from several companies: including MSFT and open source, although it seems WIND has won the high end embedded space (but not for servers) for itself. The biggest challenge has been weening the larger companies away from their in-house solutions. That has been the main problem from the start.

I'm not sure about consumer electronics. Some products are doing OK, including the home-gateway product, but the consumer is not buying a lot these days and several of their customers went out of business. If there was more broadband availability, DSL and other markets would fly. But, that may be a few years away.

What do you think?

I'm buying here at $10.5. This seems overdone.