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

To: Mark Brophy who wrote (5384)	6/5/1999 5:28:00 PM
From: Don Lloyd	Respond to of 10309

Mark - (...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%...) If memory serves, WIND refers to the commercial market, which is consistent with 50%, using your numbers. (20%/40% = 50%) Of course, having 50% of the commercial market is far superior to having 50% of the total market in terms of future room for growth due to likely conversions from roll-your-own. Regards, Don

To: Mark Brophy who wrote (5384)	6/6/1999 11:18:00 AM
From: Peter Church	Read Replies (1) \| Respond to of 10309

Thanks Mark, I guess you don't buy Jerry Fiddler's argument about increased Time to Market pressure and increased complexity of the 32/64 bit environment as a reason for the Roll Your Own's to switch. There is momentum and logic to the story. Why else do you think WRS would be ramping up their support staff? Jerry keeps pounding the table on this one, and I believe him. If the Internet is ready to explode, as he says, WRS is ready to explode with it. Here is testimony from the ground: exchange2000.com Maybe you're right. Anyway, I appreciate your posts and maybe you'll help flush Allen out too. That is, if he hasn't sniffed the Wind and quietly gone elsewhere.

To: Mark Brophy who wrote (5384)	6/6/1999 12:09:00 PM
From: Peter Church	Respond to of 10309

Hi Mark, Maybe you could finally respond to this post: exchange2000.com BTW, I just received a thick package from WRS containing analysts reports from Everen, DRW, Credit Suisse, Lehman, mostly from April. Did anyone get a chance to read them yet? All reiterated buy ratings after the announcement of a 1st quarter miss. However, Everen downgraded the stock after Abelmann's resignation. They were concerned that there was no obvious successor and that the timing was bad with a the beginning of a new product cycle. Intermediate term target of $16, lowered from 30 (it was then trading at $12.9). I hope this cloud of risk will be blown away when WRS announces it's new CEO soon.

To: Mark Brophy who wrote (5384)	6/7/1999 2:00:00 PM
From: Prognosticator	Respond to of 10309

Well said Mark. I'd like to restate what you said, because it is of fundamental importance: 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. When you add to this the need for quick movement of that single application to new processor boards and/or new processors, and see how quickly Wind get their BSP's onto new silicon, compared with its competitors, you have a compelling argument for migration from roll-your-own to VxWorks, and success for Wind River. P.