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To: Richard Knox who wrote (5127)	5/6/1999 3:15:00 PM
From: Charlie Tuna	Read Replies (1) \| Respond to of 10309

Well I was wondering if this thread was awake. This is a major threat period.MSFT is getting an inside edge.OTOH I dont see AT&T getting locked into an exclusive deal with msft.WIND better get moving.As a developer a rtos supporting a real time java vm is the way things should go.This would kill msft and the 5 billion dollar "investment" shows how far they are willing to go to get into this market with ce.I dont see IBM or SUN or Apple getting back into bed with msft so hopefully wind will fill a sail. Charlie

To: Richard Knox who wrote (5127)	5/7/1999 1:33:00 AM
From: lkj	Respond to of 10309

WIND has no ability to drive the set-top market; only NCI can. It's going to be an uphill battle. But WIND shouldn't put too much attention on this. Like I said, this is NCI's work, not WIND's. The only way for WIND to survive is for it to focus on the deeply embedded market and its current customer base. There are too many big players in the consumer market with huge leads for WIND to compete directly. Rather than setting CE as its enemy, WIND should focus on killing ISI, or maybe, merge with ISI. WIND needs to grow BIG, and grow big FAST. There is no better way than a WIND/ISI merger. This will guarantee WIND/ISI the control of the mission critical deeply embedded market. Then go after the CE with its partners for a strategic consumer appliance market, but not the whole consumer market. Only Microsoft has the power to do that. If WIND can find a soft spot in the consumer market, it can use it as its launching pad in to the greater consumer market. But where is the Michael Armstrong for WRS? Jerry needs to find someone fast!!!!!! Khan