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

To: Peter Church who wrote (10158)	11/1/2002 12:18:31 AM
From: ehasfjord	Read Replies (1) \| Respond to of 10309

Only the "potential" $$$$$$$ coming their way. Here's a link if you need one. I, for one, especially like the new pricing structure + it appears that WIND is giving the customer what the customer needs and what the customer has been asking for! Wind now has the ability to go back up to its highs (2000?) of around $40. a share. news.moneycentral.msn.com

To: Peter Church who wrote (10158)	11/4/2002 11:06:12 AM
From: Ausdauer	Read Replies (1) \| Respond to of 10309

Peter, the analysis posted this morning... ...leaves me with two questions. First, if the market for RTOS is really $23 billion, then this must assume that many companies will scrap in-house projects in order to purchase standardized products. It would seem that if the market really were this huge that one of the companies specialized in embedded OS's would have multibillion dollar sales, or that a group of companies in this area would report multibillion dollars in sales. Since this is not the case one must assume that $23 billion is a gross overestimation or an extremely optimistic assessment of the market potential. Second, the article states that the RTOS segment is commoditized. In my mind this means that the products available are essentially equivalent and the main selling point is pricing. If pricing is the sole determinant of sales, and not features, then WIND was forced into the current sales model. This type of move was predicted in some of the very detailed discussions on the Yahoo board. Basically, is WIND's move a stroke of genius or a desperation move in a down market? I think it is the latter, but this is not to say that it will fail. It would be safe to say that they would be happy with, say, 20% of $23 billion. Aus