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

To: Bruce R. Schlake who wrote (4591)	4/4/1999 3:38:00 AM
From: lkj	Respond to of 10309

Whether you know it or not, WIND is every where, and all of our daily lives would be effected if all VxWorks stop functioning today. VxWorks is in communications gears, aero-space equipment, medical equipment, printers, digital cameras, and even spy equipment that's being used in Yugoslavia as we speak. All this is makes WRS a very profitable company. There isn't many companies in the silicon valley with a higher net margin than WRS. I agree with you that WRS is not a pure Internet company. But the growth of the Internet will certain fuel the growth of WRS. Unlike Palm OS or CE, VxWorks is not highly publicized nor known by average Americans, that's because its traditional market is not in consumer electronics. Even one day, when VxWorks becomes highly used in the consumer electronics, VxWorks will still not be known. It's going to be the NCIs and FlashPoints that the consumers will be associating with; VxWorks is only an OS with some drivers, and it is not a UI. It will be these UIs that the consumers will be familiar with. As for WRS' management, I think it has done a great job in planning and executing. It has not been overly aggressive in the past to enter the set-top market as some of its competitors did a few years back. History has proven WRS' management correct. The set-top market was not ready. Instead WRS went after the telecomm market, digital imaging market, automobile market, and the I2O market. Telecomm and digital imaging have been huge successes. Automobile and I2O haven't had much result. Late last year, WRS has decided that the set-top box market was ready. Through purchases and acquisitions, WRS bought itself the graphics technologies that VxWorks was sorely lacking to compete in the set-top market. Tornado II will be released soon. With it, WRS is marching right into CE's market. All along, I have thought that WRS is the aggressor that's invading Microsoft's territory, not the other way around. As for WRS' stock, I wish the management could do a better job at investor relations. It should go out and try to promote WIND more aggressively, and its financial data should be more specific where run time royalty, software sales, consulting, and OS porting are listed separately. With detailed information, all investors can come up with more conclusive forecast for earnings and revenue. As a result, WIND holders will be more comfortable with the stock, and crashes such as the one we are experiencing might be avoided. Empowering investors empowers the stock. Khan