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

To: Allen Benn who wrote (2931)	3/23/1998 4:58:00 AM
From: Snowshoe	Read Replies (1) \| Respond to of 10309

"That was the "HP is Sleeper" idea, the notion being that HP would be a leader of the band for new technology." Allen, I still vividly recall my first demo of the original HP LaserJet printer back in 1984. My instant reaction: "Wow, this changes everything!" Within days after getting one, I had it switchboxed to an IBM mainframe, a Data General minicomputer, and a Compaq PC. With my enthusiasm for the page-printer, I eventually shifted the focus of my analyst/programmer career into working on a large-scale document-generation system. I am getting a similar Eureka! feeling from this latest development with HP and the internet, especially regarding the synergy with WIND. This will be fun to watch. I'm feeling better about the additional WIND shares I've picked up lately in the mid-thirties. Greg

To: Allen Benn who wrote (2931)	3/23/1998 9:27:00 PM
From: dylan murphy	Respond to of 10309

Here's a link to the Fortune article. pathfinder.com@@600SUgYA3zPLp1jm/fortune/1997/971110/ten3.html

To: Allen Benn who wrote (2931)	3/23/1998 10:38:00 PM
From: voop	Respond to of 10309

Fiddler as in Jerry? David

To: Allen Benn who wrote (2931)	3/24/1998 7:14:00 AM
From: J.Gold	Read Replies (1) \| Respond to of 10309

To Allen and all: I've been reading this thread for a while and decided to give a trial membership a shot. The information has been great. Thanks. I'm interested in WIND and their long term chances against MSFT/CE. I don't claim to know everything about the embedded systems market but I have read quite a bit and have a good feeling for WIND's cureent position as the leader in their field. MSFT is under investigation for "monopololistic" practices and is well known for muscling its way into new markets. It is also clear that Gates is well aware of the importance of embedded systems and is dedicating resource to it. Personally, I agreed with MSFT for the most part (without knowing everything that REALLY went on) in the browser argument, but also see what they are capable of when they are in attack mode (Encarta, other). It seems to me that DOJ is trying to close the barn door after the horses are out. Do you think DOJ has their eye on the embedded ball? Should WIND "cheat" and cry foul as soon as they sense MSFT pressuring their customers and partners? The set top box deal and the recent MSFT/APMC annoucement (although the latter is small) are both of concern, but I'm sure there is more to come. Do you think that the customer set is so different from MSFT's traditional focus that these questions are moot?