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

To: Lucas Hsu who wrote (2837)	3/5/1998 7:03:00 AM
From: Allen Benn	Read Replies (1) \| Respond to of 10309

But NCI/Navio appears to be in BIG trouble. They just lost their top management...scuttlebutt is that they were fired. What impact, if any, does this have for WIND? Looks like Larry Ellison finally lost his patience. A while ago I posted that NCI must not delay shifting focus from the corporate NC to the consumer NC, or risk playing right into the hands of Microsoft, and jeopardizing the future of the NC. Maybe he read the post and is shaking up the organization. I believe VxWorks may underlie the consumer side, mainly because consumer specs require a lean OS, but also because the corporate version was well under way using a variant of Unix before WIND arrived on the scene. If so, then perhaps NC royalties will begin in our lifetime. Incidentally, at the time I made the series of posts regarding NCI's strategy in relation to obvious Wintel moves to protect the PC, I didn't realize there might be much of an implementation distinction between the corporate and consumer NC. My concern was that NCI would lose precious time mainly on the server side trying to wrap over legacy corporate applications. I knew I was right when I read the voluminous and challenging NC Architecture document, and also when I read about what IBM was up to with the so-called San Francisco project. My points were that server requirements for a consumer NC are simple in comparison to the corporate version; the consumer needs the NC more than the corporate user; and given enough time and bandwidth, Wintel can eliminate all NC advantages. Bill Gates is working on the bandwidth, so the biggest mistake NCI can do is give Wintel time to shore up administration of the PC. Since the thread seems to have completely discounted the possibility of the second generation (read consumer NC) surfacing anytime soon, or WIND receiving royalties even if it does, the reorganization provides reason to hope things may improve soon for our side. Allen