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Gold/Mining/Energy : Intrinsyc Software Inc. (T.ICS) (formerly V.ICS) -- Ignore unavailable to you. Want to Upgrade?

To: X Y Zebra who wrote (316)	4/8/1998 2:37:00 PM
From: MarcG	Respond to of 1635

Isn't a dual listing a possibility? I hope so, as ICS was added to The VANCOUVER IT PORTFOLIO last month. The portfolio is up 19% since last month. For the Basic VIP: techstocks.com For the Performance VIP: techstocks.com Please visit, The VANCOUVER IT PORTFOLIO thread on SI. I'd like to add some stocks to the portfolio. The Red Herring's April article, >>Logging on, Vancouver turns from trees to IT<<< by Deborah Claymon was an inspiration to create this portfolio. Cheers all, MarcG

To: X Y Zebra who wrote (316)	4/12/1998 2:15:00 PM
From: X Y Zebra	Read Replies (2) \| Respond to of 1635

Here's a nice market summary on WindowsCE from Client Server News: CE Goldmine Here's a tasty little bit of math to chew on. Microsoft figures WinCE, including the real-time extensions it's working on, will only be able to address about 80% of the embedded market. In the same breath it figures there are 7 billion - that's billion - embedded CPUs already in use. Now let's say Windows CE is so unpopular that it only grabs 10% market share (Sun should only wish), and figure that Microsoft grosses only $5 per copy of CE (it's hoping for $10). That's $2.3 billion in the bank, and that's a worst-case scenario. Then again, maybe Redmond will get its 10 spot, and maybe it can grab 30% market share. That's $15.6 billion. Of course there's no way Microsoft will win it all - a potential $56 billion at the current rate of embedded control use, and embedded control use is increasing exponentially year-by-year. Even Microsoft wouldn't let itself grab all that market. Geez, the Justice Department would probably try to nationalize the company if it did. Sizing Up The Situation at DevCon last week An unexpected mob of 2,300 end users and developers showed up for last week's WinCE developer's conference, trying to figure out whether Microsoft's cut-down version of Windows answers their embedded control needs. The number of attendees contrasted sharply to the 800 who showed up last year and the 150 souls who went the year before. Most of those flocking to the conference weren't the handheld PC crowd, but big-time corporate embedded control types anxious to see whether Redmond's pledges of real-time WinCe are solid or vapor. "A lot of the Detroit guys were here, you can see their name badges floating around," someone noted, adding "a lot of point-of-sales companies were looking around." A key issue facing CE is whether it can become dominant in an industry that has so far defied dominance by any operating system. Java of course is CE's biggest competitor. NT looks to be fading as a contender on the embedded devices themselves, but a CE victory bodes well for ensuring NT gets to be the operating system on the computers that control a factory filled with CE- controlled widgets. Friday, April 10, 1998 4:57 AM ClieNT Server NEWS - Apr. 13-17, 1998 Issue Number