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

To: Codfish who wrote (4547)	4/1/1999 7:32:00 PM
From: Mike Milde	Read Replies (1) \| Respond to of 10309

<< Words similar to those were probably uttered by Apple when MSFT decided to develop their Windows O/S. Apple's arrogance almost sealed its fate. WinCE in the real-time embedded market may be laughable - but let's make sure they are joking - because if MSFT is serious about competing in a market place, even one in which they have never operated (ask Netscape), they have been known to be successful. >> Microsoft has never been successful at something that did not leverage their monopoly on the desktop. Microsoft has an obvious advantage when building a web browser or any other desktop app. That is not the case if they are trying to build an OS that may be used to guide a missile, etc. Microsoft is also the company that didn't know what TCP/IP was just a few short years ago, and in even more recent history was still saying that the Internet was a fad and that they'd have nothing to do with it. Mike

To: Codfish who wrote (4547)	4/1/1999 8:16:00 PM
From: bob	Read Replies (5) \| Respond to of 10309

The fact that other companies are entering the embedded systems market is a testament to the future potential of it. Wind commands about 20-25% of the market at the present time. It would take MSFT, Sun, or whomever several years to penetrate and compete in it, their programs are years behind Wind's development. To say that the drop in Wind's share price is due to the percieved entrance of other players into the field is frankly absurd unless you believe that Wind's customers will bolt in favor of untested and buggy programs. MSFT's preceived entrance is a smokescreen that will have absolutely no effect on Wind's market share for years to come.