Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Insignia Solutions (INSG) -- Ignore unavailable to you. Want to Upgrade?

To: Mark[ox5] who wrote (528)	1/25/1999 12:33:00 PM
From: Zed	Read Replies (1) \| Respond to of 1606

Hi Mark, Good points, but maybe I caused a little confusion. The size of the embedded market was for devices and associated bits and pieces. HP and Sun do have embedded Java Virtual Machines, Honeywell does not to the best of my knowledge. The way to think of a JVM is as a necessary component. HP has developed its own because they did not want to be beholden to Sun. However if there was a better one (faster/cheaper/smaller/whatever) they would happily choose it. HP has never had a 'not invented here' problem, at least not in the controls and measurement devices group. Sun is an interesting case and I confess I cannot decide whether they are a competitor or a collaborator. Because of their decentralization they could easily be both. They have already bought 2 companies with JVMs. One seems to have disappeared without trace. I believe this is a huge market, with many different players, and no one dominant force (unlike computers). Customers are used to working with smaller companies and having a choice. To a company that has a competitive product this is a good thing. Z