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

To: lkj who wrote (4562)	4/2/1999 4:52:00 AM
From: Codfish	Respond to of 10309

I think you've hit the nail on the head lkj. That's what I noted before, the different nature of the target for Wind vs MSFT. However, I would add that it seems to take MSFT at least 3 times to get things "right". WinCE 3.0 is scheduled for the autumn of this year and it is expected to have determinism. I think the thing to watch is small peripheral companies to MSFT in MSFT's moves to enter the embedded space. That includes companies like Intrinsyc Software Inc (http://www.exchange2000.com/~wsapi/investor/Subject-15431). It will be these micro-companies that will turn Windows CE into a viable product - not Microsoft. Why is WIND's share down?....Why did iVillage open at $50 and go to $100? Because the Internet is the flavour of the day. People aren't buying stocks any more, they're buying moving numbers. WIND has top level products and they will likely continue to gain share. The mainstream press is only now waking up to the embedded industry and when more and more people learn about it - the herd will head that way and WIND will shine again. Ask an investor what embedded computing is and then look at his/her face. That will tell the story. In the mean time - watch Intrinsyc Software with WinCE - interesting opportunities. one guy's opinion Bill C.