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To: Allen Benn who wrote (3244)	5/28/1998 11:52:00 AM
From: MONACO	Read Replies (1) \| Respond to of 10309

If all your saying is correct (and I don't doubt you for a second) why doesn't Microsoft approach WIND for what they need? Is there bad blood here, biting their nose to spite their face??...M

To: Allen Benn who wrote (3244)	5/28/1998 1:37:00 PM
From: David R. Lehenky	Respond to of 10309

Allen, I would like to add a bit of project development insight to your comments. Not only is the Component Integrator software from VenturCom expensive, but this step would also mandate yet another round of system testing to ensure the software still runs correctly. In reality, the dis-integration step would have to occur before the software would even fit on the target hardware, otherwise you wouldn't need the Component Integrator to begin with. All this translates into even higher product development costs, and the main cost component is high-tech labor. -Dave Lehenky

To: Allen Benn who wrote (3244)	5/29/1998 12:35:00 AM
From: Ronald Paul	Read Replies (3) \| Respond to of 10309

Allen, Thanx again for a level-headed response and insight into recent developments. There is an undercurrent of frustration in my post about how long it will take to right the WIND ship. If your are somewhat notorious for your optimistic timing, I am certainly guilty of the opposite. Some reasons why I will hang in there (even if it takes 2 1/2 years ): * my 10 year history with RTOS development - before I assessed and integrated COTS RTOSs, I wrote my own. * my familiarity with all the COTS RTOSs out there - by far, WIND offers the best and richest set of products in this arena. * WIND's solid management - Here is where faith probably plays the biggest role in my investment decision. IMO, Ron Abelman and Jerry Fiddler's strategy will position them as one of the dominant players, if not the dominant player in the hard embedded space in the forseeable future. * witnessing the increasing hard requirements with existing embedded systems along with market growth. Without sounding too smug, I console myself at times like this by imagining where WIND will be in 5 years from now and how richly rewarded long term WIND investors will be. Cheers, Ronald