I second the motion that we need to here from the user community about how the INTS, WIND’s and other tools compare. However, Microware probably is the important 3rd competitor, not MTEC.
Your info from the September analyst report was correct, but is out of date and slightly misleading. WIND has just reported annual sales of $44 million superseding $32 million reported. MTEC should be replaced by Microware (at least until they get their troubles fixed and we see what Mentor Graphics decides to do with them). Integrated System’s revenues includes non-embedded systems sales, namely from their flagship product MatrixX. Moreover, INTS is growing through acquisition as well as product growth, starting with FLEXos from Novell, then TakeFive, then Doctor (something or other). It is very difficult to extrapolate revenue growth in the face of acquisitions without knowing all the details. By the way, the reason INTS sports an 80+ P/E is due to one-time charges associated with acquisitions that have distorted its earnings. Its final FY 1996 quarter should be reported soon, and if its stock price behavior is any indication, should meet analysts’ expectations.
INTS was part of the I2O effort, and I wonder what plans they have to field an I2O-compliant operating system. I2O is an open standard and, as you know, WIND does not have a proprietary lock on the RTOS requirement. However, IxWorks exists and is the OS included in Intel’s offering. This gives IxWorks a huge jump on the competition. If Intel decides to include it on the PC motherboard, IxWorks automatically get placed on at least half of all new PCs. |
