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Technology Stocks : Wind River going up, up, up!

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To: pgl52 who wrote (7525)	3/23/2000 6:31:00 PM
From: James Connolly	Read Replies (1) of 10309

Re:How important is WIND's relationship with Infineon and the Tri Core Chip. My guess is that the relationship is very important to WIND for the following reasons. 1. Infineon is the spun off semiconductor wing of Siemens. 2. Siemens is a major player in the automotive electronics business. The Infineon chips are aimed at the auto sector (see article below). 3. The auto industry needs embedded OS standards, hence the auto industry is slowly but surely moving to OSEK compliant OSs. 4. Metcalfe's law (see below). WIND needs to win the "installed base race" in the OSEK compliant OS space. Relationships like this obviously help a great deal to make WIND the "safe bet". 5. The OSEK opportunity is massive. How many embedded OSs are in the average car ? How many cars are produced per year world wide ? Infineon launches TriCore-based MCU for automotive control semibiznews.com Metcalfe's Law. forbes.com "Metcalfe's Law plays a very strong role in the evolution of the networking industry, especially the Internet. While the Internet itself is the ultimate example of Metcalfe's Law at work, "n" squared is also the guiding force behind many an Internet company's startup plan. You can observe it in action with the "installed base race," that mad dash to sign up, cajole, steal or beg as many customers as possible in the shortest period of time, profits be damned. The game is simple: Build up such a huge base of customers (i.e., increase the value of the network by increasing "n") that no other company can compete. This installed base race--the commercial version of Metcalfe's Law--is the basic concept behind America Online, Yahoo!, Amazon and Microsoft" Regards JC.

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