Wind River = Embedded Microsoft? - 500 Beiträge pro Seite
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Hallo zusammen!
Ich habe gerade angefangen, mir Wind River anzuschauen und würde mich freuen, hier darüber diskutieren zu können. Im ersten kurzen Überblick (der bestimmt noch Fehler enthält) sehe ich WIND als Lieferanten von Echtzeit- und Embedded-Betriebssystemen und Entwicklungstools insbesondere für die Automatisierungstechnik. Durch die Übernahme von Integrated Systems und Kooperationen u.a. mit der deutschen 3Soft, ist WRS unangefochtener Marktführer in diesem Bereich. Durch den Trend, in der Automatisierungstechnik verstärkt TCP/IP-Endgeräte einzusetzen (s. Jetter), und die zunehmende Elektronik im Auto (Navigationssysteme usw.) sollte WRS im Kernbereich fundamental abgesichert sein.
Produkte für die Internet-Infrastruktur, z.B. um Router zu managen, runden das ganze mehr als ab. Dies sollte eigentlich schon reichen, das KGV von ca. 75 bei einer Marktkap. von $1.75 Mld. zu rechtfertigen. Dazu kommt aber die Phantasie der Inet-Appliances, wo WRS Fuß fassen will. Hier ist die Konkurrenz extrem hoch, ein Erfolg also beileibe nicht garantiert. Die jahrelange Erfahrung und der damit mutmaßlich vorhandene Technologievorsprung lassen die Chancen aber recht hoch erscheinen. Diese Phantasie ist m.E. aber noch gar nicht eingepreist.
Wind River wird 4x mit StrongBuy und 1x mit Buy analysiert. Was haltet ihr davon?
http://quotes.nasdaq.com/quote.dll?page=multi&mode=stock&sym…
Ich habe gerade angefangen, mir Wind River anzuschauen und würde mich freuen, hier darüber diskutieren zu können. Im ersten kurzen Überblick (der bestimmt noch Fehler enthält) sehe ich WIND als Lieferanten von Echtzeit- und Embedded-Betriebssystemen und Entwicklungstools insbesondere für die Automatisierungstechnik. Durch die Übernahme von Integrated Systems und Kooperationen u.a. mit der deutschen 3Soft, ist WRS unangefochtener Marktführer in diesem Bereich. Durch den Trend, in der Automatisierungstechnik verstärkt TCP/IP-Endgeräte einzusetzen (s. Jetter), und die zunehmende Elektronik im Auto (Navigationssysteme usw.) sollte WRS im Kernbereich fundamental abgesichert sein.
Produkte für die Internet-Infrastruktur, z.B. um Router zu managen, runden das ganze mehr als ab. Dies sollte eigentlich schon reichen, das KGV von ca. 75 bei einer Marktkap. von $1.75 Mld. zu rechtfertigen. Dazu kommt aber die Phantasie der Inet-Appliances, wo WRS Fuß fassen will. Hier ist die Konkurrenz extrem hoch, ein Erfolg also beileibe nicht garantiert. Die jahrelange Erfahrung und der damit mutmaßlich vorhandene Technologievorsprung lassen die Chancen aber recht hoch erscheinen. Diese Phantasie ist m.E. aber noch gar nicht eingepreist.
Wind River wird 4x mit StrongBuy und 1x mit Buy analysiert. Was haltet ihr davon?
http://quotes.nasdaq.com/quote.dll?page=multi&mode=stock&sym…
Hi Leute,
hier noch mal ein Bericht zu Wind River. Habe Sie seit November 99, schon zu 42 gekauft, mit runtergegangen und jetzt wieder hoch.
Ich habe dazu folgenden Bericht aus www.stockhouse.com aus den Newsletters zu bieten:
The market for embedded systems and applications is exploding. Everything from industrial controls to toasters is being wired and brought online. Companies involved in embedded technologies are seeing their stock prices pushed higher as the growth estimates for their industry are pushed further into the stratosphere. In the second of a two-part series, StockHouse reviews the companies that are enabling this revolution through their operating systems and applications software, which turn on the computing power of an embedded semiconductor. Wind River`s dominating lead in this space may be increasingly under attack from Linux-based systems and perhaps even Microsoft.
Toronto, ONT, February 14 /SHfn/ -- Among the enabling companies in the world of embedded systems, Wind River Systems [WIND] stands above the rest as the established giant within the industry. According to Richard Williams of Jefferies & Co. they are, "analogous to the Microsoft [MSFT] of the embedded world." Wind River was among the first companies to realize that the future of computing was not the desktop PC, but was or at least would be, everywhere and embedded in everything. In the everyday devices of day-to-day life, Wind River saw the potential for a wired world -- and they saw it in 1987.
(Part one of this series reviewed the semiconductor side of the embedded systems sector and the companies that stand to benefit.)
Wind River`s dominance of the embedded-systems space began with the introduction of its VxWorks operating system in 1987, and the revised and updated product remains central to the company`s efforts today. VxWorks is a real time operating system (RTOS) that, in combination with the company`s popular Tornado development platform, has become the standard of choice for many mission-critical embedded applications. The company`s products are used to power a diverse range of devices that extends from anti-lock braking systems (ABS) to components involved in NASA`s Mars missions. The company`s products even power the "HotSync" operation that many PalmPilot PDAs rely on to remain connected. Two of the most rapidly growing markets that Wind River is currently competing in are the set-top box and cable modem markets -- Wind River provides the support for many of the lower-level functions in these devices, such as memory handling and connectivity. The real magic behind Wind River`s products, however, lies in the company`s royalty-based revenue model, which ensures that Wind River receives a royalty on each chip and license that gets shipped with Wind River software in place. With embedded chips accounting for 90% of the semiconductors sold today, and the semiconductor industry projecting 21% growth in 2000 after breaking all predictions in 1999, Wind River`s revenue model looks like a winner.
"By bringing Integrated Systems into the fold, Wind River ensured that a Microsoft or Red Hat would not be able to acquire their way into a competitive position quickly or easily, with the result that the barrier to entry is now much higher for potential competitors."
There was a time when Wind River`s ability to position itself for the future was in question. Management concerns hindered stock performance early in the summer of 1999 after the company`s CEO resigned unexpectedly with no replacement in sight. The company found a replacement by August though, and since CEO Tom St. Dennis jumped aboard the Wind River ship from semiconductor heavyweight Applied Materials [AMAT], there have been no concerns about management performance. St. Dennis has led an aggressive campaign to entrench Wind River as the dominant player in its segment. The company`s most daring move under St. Dennis was the acquisition of the number two player in the embedded operating systems space -- Integrated Systems [INTS]. The combination of Integrated Systems and Wind River is a formidable one that will make it very difficult for anyone to enter the space and compete head to head with Wind River. By bringing Integrated Systems into the fold, Wind River ensured that a Microsoft or Red Hat [RHAT] would not be able to acquire their way into a competitive position quickly or easily, with the result that the barrier to entry is now much higher for potential competitors. The acquisition is expected to close on or near February 15 and if Frost Securities newly initiated "strong buy" coverage is any indication, analysts are looking forward to good things from Wind River in the days ahead.
Time will tell if there are any chinks in Wind River`s post-acquisition armor, but there are a number of challengers lined up to take on the "Microsoft" of embedded systems, not the least of which is the Microsoft empire itself.
Some of these firms are companies like Microware [MWAR] and closely held Canadian firm QNX Software Systems. These firms have smaller, though established, shares of the embedded market and compete directly against Wind River. Microware`s RTOS was developed in 1980 and the company competes in much the same space as Wind River enabling such things as factory automation, medical instrumentation, and wireless devices. The company currently has little analyst coverage, but according to FirstCall/Thomson Financial, Joseph Sullivan at Dougherty Summit currently has a "buy" rating on the stock. Like Wind River and Microware, QNX Software also has a long history behind it and a long list of semiconductor manufacturers and consumer electronics makers on its client roster.
"An underdog in the embedded systems space may be IPO-bound Embedded Support Tools."
An underdog in the embedded systems space may be IPO-bound Embedded Support Tools [ESTC]. The company sets itself apart from some of the other players in the space by focusing on development tools rather than the RTOS itself. Embedded Support`s products allow developers to build and debug the embedded applications. In specializing within this niche, the company competes against Wind River`s Tornado development platform but not necessarily against Wind River on a unit-by-unit basis, as a Wind River RTOS-equipped chip could still have an application built in an Embedded Support environment. With the IPO market near the boiling point and the company`s 4.5 million share, $62 million offering in the pipe, the company may be ready to burst onto the scene soon with a heavy war chest that could help reshape the industry.
Embedded Support Tools may not be the first company to wade into the space with a full war chest however. Wind River may be the "Microsoft" of the embedded systems space, but the Redmond giant may bring its full weight to bear in the space yet, as there are a number of increasingly compelling reasons for it to do so. Microsoft`s Windows CE has struggled to gain market share in several of the markets for advanced embedded systems like PDAs and set-top boxes. Windows CE powered PDAs have not done well in a hot marketplace that 3COM`s [COMS] IPO-bound Palm [PALM] unit has been dominating. The loss of the OS contract for the upcoming Sony [SNE] PDA drove the point home painfully for the company late in 1999. With its market share in the PDA arena shrinking, Microsoft turned much of its attention to set-top boxes in 1999 in hopes of gaining market share in that rapidly growing area. While the company has had more success in the set-top box market, most notably with its WebTV unit, there is a golden opportunity on the horizon that may force Microsoft to return to the embedded realm with a vengeance.
The opportunity and the challenge for Microsoft are the Net device and the online appliance market. The opportunity is ripe, as the market is very young and expected to grow at an exponential rate as items from connected microwaves to wireless web pads hit the market. International Data Corp. expects the worldwide market for information appliances to exceed 89 million units, or $17.8 billion in 2004 versus just 11 million units and $2.4 billion in 1999. The challenge for Microsoft however, is Linux.
Linux, the free operating system that began to steal market share away from Microsoft in the server market and is trying to go head-to-head with Windows on the desktop, has been making tremendous inroads into the online appliance market. Because there are no ready-made applications for Net devices, Linux`s lack of licensing fees and open-source support make it an attractive platform for many companies to implement a new product on. And because the devices are so new, Microsoft has not had the chance to grab mindshare among users and instill the Windows brand name as a must-have feature on an information device. GartnerGroup research director Chris Le Tocq put the opportunity for Linux in perspective when he noted that, "the embedded OS market is a place where users have no idea what operating systems they are running." Without the brand concerns, Linux`s lack of licensing fees and its open source community support for new efforts make it a very compelling OS.
Red Hat was pointing the way to an embedded Linux future in December with its $647 million acquisition of Cygnus Solutions. The addition of Cygnus, a specialist in embedded systems software, allowed Red Hat to ramp up the release of its development environment for embedded systems and the product hit the market just before the LinuxWorld show in February. And Red Hat was not the only Linux firm with a brand-new embedded Linux platform that was ready to be shown off at the show.
"One of the most aggressive Linux companies in the embedded systems space is Lineo, a spin off of pre-IPO Linux powerhouse Caldera."
One of the most aggressive Linux companies in the embedded systems space is Lineo, a spin off of pre-IPO Linux powerhouse Caldera [CALD]. The company`s commitment to embedded Linux pervades its corporate culture and the company is focused on the potential of embedded Linux. A Lineo representative at the release of the company`s first fully embedded distribution of Linux was quoted as saying, "the less it looks like a computer, the more we`re interested in it." The distribution, Embeddix Linux, was noteworthy not just for its Linux aspect but for a feature of the distribution that should provide the company with an edge on Windows CE and perhaps allow it to steal some of the market share Microsoft might otherwise have enjoyed-a device equipped with Embeddix Linux will run Windows CE applications. This feature is probably still 12 months from hitting the market, but definitely indicates how competitive the embedded space is going to become.
The most surprising embedded Linux play of the year to date was the unveiling of Transmeta`s formerly super-secret low power hardware/software architecture semiconductors and its Mobile Linux OS. Mobile Linux will likely appear first in products like wireless web pads and hand-held internet devices that are powered by Transmeta chips. However, there is the potential for the company`s product to make inroads into a wide range of devices due to the operating systems efficient use of resources and the Transmeta processor`s low cost; both of which will be important to manufacturers attempting to hit the price points information appliances will have to hit to be competitive.
The potential for Linux to disrupt and reshape the embedded systems space should not be overlooked. Although few people are aware of it, TiVo [TIVO], which has staked out a name for itself in the hot interactive TV space, uses embedded Linux to power its set-top boxes. And even one of the WinTel namesakes, semiconductor giant Intel [INTC], has unveiled plans to sell web-connected information appliances under the Intel name that run on Linux.
Because the embedded systems space is fragmented into a number of levels with a high degree of overlap, such as between the low-level systems like Wind River`s and the advanced operating systems such as Windows CE and the various Linux distributions, there is considerable room for the space to consolidate. This fragmentation combined with the lucrative opportunities available to both established players and young upstarts should help keep the stocks of publicly traded companies in the space moving over the short to near term as embedded systems move more into the mainstream.
Das einzige Problem ist die zunehmende Konkurrenz durch Microsoft und andere Große in diesem Segment.
Ich hatte auch schon mit dem Gedanken gespielt, zu verkaufen, da der Wert nicht gerade billig ist, aber wie Du schon sagst, mit neuer Phantasie ist auch noch einiges drin.
MfG E_Kontakter
hier noch mal ein Bericht zu Wind River. Habe Sie seit November 99, schon zu 42 gekauft, mit runtergegangen und jetzt wieder hoch.
Ich habe dazu folgenden Bericht aus www.stockhouse.com aus den Newsletters zu bieten:
The market for embedded systems and applications is exploding. Everything from industrial controls to toasters is being wired and brought online. Companies involved in embedded technologies are seeing their stock prices pushed higher as the growth estimates for their industry are pushed further into the stratosphere. In the second of a two-part series, StockHouse reviews the companies that are enabling this revolution through their operating systems and applications software, which turn on the computing power of an embedded semiconductor. Wind River`s dominating lead in this space may be increasingly under attack from Linux-based systems and perhaps even Microsoft.
Toronto, ONT, February 14 /SHfn/ -- Among the enabling companies in the world of embedded systems, Wind River Systems [WIND] stands above the rest as the established giant within the industry. According to Richard Williams of Jefferies & Co. they are, "analogous to the Microsoft [MSFT] of the embedded world." Wind River was among the first companies to realize that the future of computing was not the desktop PC, but was or at least would be, everywhere and embedded in everything. In the everyday devices of day-to-day life, Wind River saw the potential for a wired world -- and they saw it in 1987.
(Part one of this series reviewed the semiconductor side of the embedded systems sector and the companies that stand to benefit.)
Wind River`s dominance of the embedded-systems space began with the introduction of its VxWorks operating system in 1987, and the revised and updated product remains central to the company`s efforts today. VxWorks is a real time operating system (RTOS) that, in combination with the company`s popular Tornado development platform, has become the standard of choice for many mission-critical embedded applications. The company`s products are used to power a diverse range of devices that extends from anti-lock braking systems (ABS) to components involved in NASA`s Mars missions. The company`s products even power the "HotSync" operation that many PalmPilot PDAs rely on to remain connected. Two of the most rapidly growing markets that Wind River is currently competing in are the set-top box and cable modem markets -- Wind River provides the support for many of the lower-level functions in these devices, such as memory handling and connectivity. The real magic behind Wind River`s products, however, lies in the company`s royalty-based revenue model, which ensures that Wind River receives a royalty on each chip and license that gets shipped with Wind River software in place. With embedded chips accounting for 90% of the semiconductors sold today, and the semiconductor industry projecting 21% growth in 2000 after breaking all predictions in 1999, Wind River`s revenue model looks like a winner.
"By bringing Integrated Systems into the fold, Wind River ensured that a Microsoft or Red Hat would not be able to acquire their way into a competitive position quickly or easily, with the result that the barrier to entry is now much higher for potential competitors."
There was a time when Wind River`s ability to position itself for the future was in question. Management concerns hindered stock performance early in the summer of 1999 after the company`s CEO resigned unexpectedly with no replacement in sight. The company found a replacement by August though, and since CEO Tom St. Dennis jumped aboard the Wind River ship from semiconductor heavyweight Applied Materials [AMAT], there have been no concerns about management performance. St. Dennis has led an aggressive campaign to entrench Wind River as the dominant player in its segment. The company`s most daring move under St. Dennis was the acquisition of the number two player in the embedded operating systems space -- Integrated Systems [INTS]. The combination of Integrated Systems and Wind River is a formidable one that will make it very difficult for anyone to enter the space and compete head to head with Wind River. By bringing Integrated Systems into the fold, Wind River ensured that a Microsoft or Red Hat [RHAT] would not be able to acquire their way into a competitive position quickly or easily, with the result that the barrier to entry is now much higher for potential competitors. The acquisition is expected to close on or near February 15 and if Frost Securities newly initiated "strong buy" coverage is any indication, analysts are looking forward to good things from Wind River in the days ahead.
Time will tell if there are any chinks in Wind River`s post-acquisition armor, but there are a number of challengers lined up to take on the "Microsoft" of embedded systems, not the least of which is the Microsoft empire itself.
Some of these firms are companies like Microware [MWAR] and closely held Canadian firm QNX Software Systems. These firms have smaller, though established, shares of the embedded market and compete directly against Wind River. Microware`s RTOS was developed in 1980 and the company competes in much the same space as Wind River enabling such things as factory automation, medical instrumentation, and wireless devices. The company currently has little analyst coverage, but according to FirstCall/Thomson Financial, Joseph Sullivan at Dougherty Summit currently has a "buy" rating on the stock. Like Wind River and Microware, QNX Software also has a long history behind it and a long list of semiconductor manufacturers and consumer electronics makers on its client roster.
"An underdog in the embedded systems space may be IPO-bound Embedded Support Tools."
An underdog in the embedded systems space may be IPO-bound Embedded Support Tools [ESTC]. The company sets itself apart from some of the other players in the space by focusing on development tools rather than the RTOS itself. Embedded Support`s products allow developers to build and debug the embedded applications. In specializing within this niche, the company competes against Wind River`s Tornado development platform but not necessarily against Wind River on a unit-by-unit basis, as a Wind River RTOS-equipped chip could still have an application built in an Embedded Support environment. With the IPO market near the boiling point and the company`s 4.5 million share, $62 million offering in the pipe, the company may be ready to burst onto the scene soon with a heavy war chest that could help reshape the industry.
Embedded Support Tools may not be the first company to wade into the space with a full war chest however. Wind River may be the "Microsoft" of the embedded systems space, but the Redmond giant may bring its full weight to bear in the space yet, as there are a number of increasingly compelling reasons for it to do so. Microsoft`s Windows CE has struggled to gain market share in several of the markets for advanced embedded systems like PDAs and set-top boxes. Windows CE powered PDAs have not done well in a hot marketplace that 3COM`s [COMS] IPO-bound Palm [PALM] unit has been dominating. The loss of the OS contract for the upcoming Sony [SNE] PDA drove the point home painfully for the company late in 1999. With its market share in the PDA arena shrinking, Microsoft turned much of its attention to set-top boxes in 1999 in hopes of gaining market share in that rapidly growing area. While the company has had more success in the set-top box market, most notably with its WebTV unit, there is a golden opportunity on the horizon that may force Microsoft to return to the embedded realm with a vengeance.
The opportunity and the challenge for Microsoft are the Net device and the online appliance market. The opportunity is ripe, as the market is very young and expected to grow at an exponential rate as items from connected microwaves to wireless web pads hit the market. International Data Corp. expects the worldwide market for information appliances to exceed 89 million units, or $17.8 billion in 2004 versus just 11 million units and $2.4 billion in 1999. The challenge for Microsoft however, is Linux.
Linux, the free operating system that began to steal market share away from Microsoft in the server market and is trying to go head-to-head with Windows on the desktop, has been making tremendous inroads into the online appliance market. Because there are no ready-made applications for Net devices, Linux`s lack of licensing fees and open-source support make it an attractive platform for many companies to implement a new product on. And because the devices are so new, Microsoft has not had the chance to grab mindshare among users and instill the Windows brand name as a must-have feature on an information device. GartnerGroup research director Chris Le Tocq put the opportunity for Linux in perspective when he noted that, "the embedded OS market is a place where users have no idea what operating systems they are running." Without the brand concerns, Linux`s lack of licensing fees and its open source community support for new efforts make it a very compelling OS.
Red Hat was pointing the way to an embedded Linux future in December with its $647 million acquisition of Cygnus Solutions. The addition of Cygnus, a specialist in embedded systems software, allowed Red Hat to ramp up the release of its development environment for embedded systems and the product hit the market just before the LinuxWorld show in February. And Red Hat was not the only Linux firm with a brand-new embedded Linux platform that was ready to be shown off at the show.
"One of the most aggressive Linux companies in the embedded systems space is Lineo, a spin off of pre-IPO Linux powerhouse Caldera."
One of the most aggressive Linux companies in the embedded systems space is Lineo, a spin off of pre-IPO Linux powerhouse Caldera [CALD]. The company`s commitment to embedded Linux pervades its corporate culture and the company is focused on the potential of embedded Linux. A Lineo representative at the release of the company`s first fully embedded distribution of Linux was quoted as saying, "the less it looks like a computer, the more we`re interested in it." The distribution, Embeddix Linux, was noteworthy not just for its Linux aspect but for a feature of the distribution that should provide the company with an edge on Windows CE and perhaps allow it to steal some of the market share Microsoft might otherwise have enjoyed-a device equipped with Embeddix Linux will run Windows CE applications. This feature is probably still 12 months from hitting the market, but definitely indicates how competitive the embedded space is going to become.
The most surprising embedded Linux play of the year to date was the unveiling of Transmeta`s formerly super-secret low power hardware/software architecture semiconductors and its Mobile Linux OS. Mobile Linux will likely appear first in products like wireless web pads and hand-held internet devices that are powered by Transmeta chips. However, there is the potential for the company`s product to make inroads into a wide range of devices due to the operating systems efficient use of resources and the Transmeta processor`s low cost; both of which will be important to manufacturers attempting to hit the price points information appliances will have to hit to be competitive.
The potential for Linux to disrupt and reshape the embedded systems space should not be overlooked. Although few people are aware of it, TiVo [TIVO], which has staked out a name for itself in the hot interactive TV space, uses embedded Linux to power its set-top boxes. And even one of the WinTel namesakes, semiconductor giant Intel [INTC], has unveiled plans to sell web-connected information appliances under the Intel name that run on Linux.
Because the embedded systems space is fragmented into a number of levels with a high degree of overlap, such as between the low-level systems like Wind River`s and the advanced operating systems such as Windows CE and the various Linux distributions, there is considerable room for the space to consolidate. This fragmentation combined with the lucrative opportunities available to both established players and young upstarts should help keep the stocks of publicly traded companies in the space moving over the short to near term as embedded systems move more into the mainstream.
Das einzige Problem ist die zunehmende Konkurrenz durch Microsoft und andere Große in diesem Segment.
Ich hatte auch schon mit dem Gedanken gespielt, zu verkaufen, da der Wert nicht gerade billig ist, aber wie Du schon sagst, mit neuer Phantasie ist auch noch einiges drin.
MfG E_Kontakter
Hi E-Kontakter!
Die Kooperation mit Infinion ist der Hit. Link dazu:
http://www.siliconinvestor.com/research/story.gsp?id=423435&…
Die Übernahme von ISI ist jetzt auch über die Bühne.
tscherno
Die Kooperation mit Infinion ist der Hit. Link dazu:
http://www.siliconinvestor.com/research/story.gsp?id=423435&…
Die Übernahme von ISI ist jetzt auch über die Bühne.
tscherno
Hi tschernobyl,
bin gerade erst wieder auf den Thread gekommen.
Richtig, die Kooperation mit Infineon wird auf jeden Fall größere Aufmerksamkeit auf Wind River lenken.
Ich denke, die Amis sind zu großen Teilen long.
MfG E_Kontakter
bin gerade erst wieder auf den Thread gekommen.
Richtig, die Kooperation mit Infineon wird auf jeden Fall größere Aufmerksamkeit auf Wind River lenken.
Ich denke, die Amis sind zu großen Teilen long.
MfG E_Kontakter
Wind River steigt heute auf 58 $.
Langsam wird WIND bekannter.
Dies sollte auch bei Marktführerschaft sein.
News hierzu gibt es auch aktuell von WO-News.
MfG E_Kontakter
Langsam wird WIND bekannter.
Dies sollte auch bei Marktführerschaft sein.
News hierzu gibt es auch aktuell von WO-News.
MfG E_Kontakter
Trading Spotlight
Hallo zusammen!
Beim Kauf (44€) war ich mir noch etwas unsicher, mittlerweile
bin ich aber ziemlich frohgemut. E_Kontakter, in dieser Art darfst
du dich noch öfters irren, RT in USA 63$.
Wir werden noch viel Spass mit Wind River haben.
Tscherno
Beim Kauf (44€) war ich mir noch etwas unsicher, mittlerweile
bin ich aber ziemlich frohgemut. E_Kontakter, in dieser Art darfst
du dich noch öfters irren, RT in USA 63$.
Wir werden noch viel Spass mit Wind River haben.
Tscherno
Oh ja Tschernobyl,
das glaube ich auch. WIND ist ein grundsolider Wert.
Da WIND auch für die NASA entwickelt, hat es diese Kreise hinter sich.
Ich habe einen Bekannten, der bei WIND in SF arbeitet. Leider bekomme ich aktuell keine Antwort von ihm, wie es denn im Hause aussieht.
Allerdings ist er mit seiner Firma sehr zufrieden.
MfG E_Kontakter
das glaube ich auch. WIND ist ein grundsolider Wert.
Da WIND auch für die NASA entwickelt, hat es diese Kreise hinter sich.
Ich habe einen Bekannten, der bei WIND in SF arbeitet. Leider bekomme ich aktuell keine Antwort von ihm, wie es denn im Hause aussieht.
Allerdings ist er mit seiner Firma sehr zufrieden.
MfG E_Kontakter
Frost Securities wiederholt seine STRONG BUY Bewertung für Software-Entwickler Wind River Systems (WIND) mit einem Kursziel von 69 Dollar. Management erwartet ein Umsatzwachstum im Finanzjahr 2001 von 35 Prozent. Ursprüngliche Schätzung lag bei 30 Prozent. 13:14
Hi Leute,
Wind River ist ja leider miteingebrochen.
Viele sind hier aber long.
Ich habe gerade mit einem Freund gesprochen, der bei Wind River
arbeitet. Er wird auf jeden Fall keine Anteile verkaufen, denn
Wind River hat noch Großes vor und eine momentane Marktführerstellung,
die sogar weiter ausgebaut wurde.
DIES IST KEIN PUSHVERSUCH - DEN FREUND GIBT ES WIRKLICH
Ich möchte aber schon das Interesse für diesen Wert anheben,
da doch kaum darüber gesprochen wird.
So, morgen geht es erstmal in die Staaten, bis dennne
MfG E_Kontakter
Wind River ist ja leider miteingebrochen.
Viele sind hier aber long.
Ich habe gerade mit einem Freund gesprochen, der bei Wind River
arbeitet. Er wird auf jeden Fall keine Anteile verkaufen, denn
Wind River hat noch Großes vor und eine momentane Marktführerstellung,
die sogar weiter ausgebaut wurde.
DIES IST KEIN PUSHVERSUCH - DEN FREUND GIBT ES WIRKLICH
Ich möchte aber schon das Interesse für diesen Wert anheben,
da doch kaum darüber gesprochen wird.
So, morgen geht es erstmal in die Staaten, bis dennne
MfG E_Kontakter
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