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

To: Peter Church who wrote (5378)	6/5/1999 1:11:00 PM
From: Mark Brophy	Read Replies (4) \| Respond to of 10309

Wind River doesn't have 50% of the market. It has 20% of the market. Integrated Systems has 10% of the market, and roll-your-own has 60%. The situation is similar to the DOS world 10 years ago. Nearly all developers ignored used DOS only as a file system and wrote their own code for the user interface and other operating system functions. Naturally, applications clashed, but many users of a PC that was supposed to be a general purpose computer used it for only a single application, or a small number of applications. The problem wasn't solved until Windows was released and an application base adhering to the good behavior standards was established many years later. Wind River doesn't have this problem because their users run a single application, thus insuring that roll-your-own will have the highest market share and a lock-in mechanism similar to Windows will be absent. Microsoft suffers from the same problem with their WinCE effort and will be unable to make large profits in the embedded market.