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

To: F. Foos who wrote (3237)	5/27/1998 6:26:00 PM
From: Srivaths Srinivasan	Read Replies (1) \| Respond to of 10309

Due to work reasons have not been able to review posts for the last several months. Can someone plz give me a synopsis of what has caused this drop in share prices. Having bought at $38 & $43 I am wondering what will cause an increase in the share price. Srivaths

To: F. Foos who wrote (3237)	5/27/1998 6:49:00 PM
From: Erwin Sanders	Respond to of 10309

Some other mentionables from the CC. 1. Automotive Japan is catching up to Europe here. The car navigation system developed by the Hitachi/Nissan joint venture is built around Wind's RTOS. This may be old news to many. America is likely to soon catch up with Europe and Japan. 2. The MSFT Threat Considerable time was spent on talking about this. Ron Abelman brought this out himself (because he was sure some analyst would have raised the issue anyway). Ron pretty much echoed what Allen has been telling us all along - i.e. that serious RTOS would not fit into MSFT's business model because it requires differentiating between customers and a lot of direct customer support, where the relationship is one of personal trust and the vendor needs to be somebody that can be relied upon. Ron sees MSFT's role confined to "consumer real-time" operations, such as desktop extensions. He went on to state that he has had conversation with MSFT officials that suggest that MSFT has different goals "than what would appear to be obvious from press relases". His conviction is strong that Wind will do well against MSFT or any other competitor because: a. it has the OS b. it has the tools c. a "dynamite" graphics environment is well on its way d. it is very much into embedded internet space e. it has direct sales and customer support structure - so vital f. of a customer base that will like to see Wind win. It sounded almost as if Ron A was reading Allen's posts on this thread! Erwin