Mark:
I hate to be unkind, as I really hoped to avoid being brought down to your level. Quite frankly, I wish the thread could get back to our usually substantial discussions, instead of this childish banter you insist on bringing up. Questions like:
What is the logical extension of I20? What benefits does it bring to the desktop? What are the potential implications of today's Adobe deal? Perhaps we will still have time to address these issues, once we dispose of these silly games with you. In the meantime, Mark Brophy continues to put up his smokescreen.
It's not that I dislike opposing viewpoints. As a longterm shareholder, I really enjoy hearing opposing viewpoints and theorizing about the possible pitfalls that WIND should avoid. I have a considerable piece of my family fortune tied up in the stock, and I like to know everything publicly available about WIND.
But your comments are so childish that they really don't deserve comment. I hate being forced to answer them, because it only makes your comments seem more substantial than they really are. Still, I can't have you peddling misinformation, now can I? Certainly not when you're attaching my name to it.
<<The most well thought out post came after you returned and was presented by Jason Cogan.>>
Mark, I appreciate the compliment, I really do. But if you're going to compliment me, at least understand me correctly. I never said that the Intel deal was a flat payment, lump sum, one check, take your money there's no more to be had kind of deal. I said <<It is my understanding that the Intel deal carries a flat royalty payment, regardless of total volume shipped>>.
Everyone but you seems to understand that this is a royalty. Look it up in the dictionary if you must, but royalty means a payment for each unit shipped. One flat dollar amount, for each i960 chip Intel makes, got it?
The only reason I commented is because Dave said he thought the royalty amount might go down after a certain number of chips. I said that I understood the royalty amount to be flat, regardless of the volume level. That's why we spend so much time on this thread trying to quantify the number of chips that will be sold. The more chips, the bigger the payment. Got it?
As for the servers, I still believe that they are the critical market, because the chips were developed for this market, and they need to be successful there before they migrate to the desktop. At least you quoted me correctly there Mark. Thanks for that.
As long as I'm bashing, I might as well take another swing. Sometimes Mark, I think you'd really be better off keeping your mouth shut, and reading a while before you speak again. You might learn something. In the meantime, each of your successive remarks pushes the stupidity envelope. This one's a beauty.
<<Phoenix was paid $2m last quarter (~0.25/unit) and they make a profit, but it's not a windfall. Intel gets a good deal because they supply 25% of PC motherboards and they had alternative supply sources before the agreement was made.>>
Again, you're right on half of this statement, which is right around your batting average. Intel gets a good deal from Pheonix because lots of people can right the BIOS. That's why Intel has such leverage. Pheonix may have the best, but others can right the code.
I20 is a completely different scenario. WIND was a founding member of the SIG. David Wilner personally tailored the IxWorks code that is the foundation of the Intel solution. And so far, the WINDTEL i960 is the only i20 solution. As Dave indicated in a previous post, others may eventually enter and compete. But they haven't done so yet, and the current deal is just as good for Intel as it is for WIND. With WIND's software, Intel gets to sell the RISC chips that they could never successfully incorporate into PC motherboards. Intel gets to migrate and dominate the server market in the same way they dominate the PC market. And they rake in a substantial profit from each i960 chip sold. Just like WIND. Ask yourself. Why would they have paid WIND anything if they could have gotten the same functionality from Radisys? They wouldn't. WIND was half the solution, and that's the reason WIND is worth the royalty.
In the meantime, I hope we can get back to the serious questions at hand. Just to refresh Mark, they were:
What is the logical extension of I20?
What benefits does it bring to the desktop (read more chips Mark, bigger royalty)?
What are the potential implications of today's Adobe deal?
I'd say so long Mark, but I know we're not done with you.
Regards,
Jason Cogan |
