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Technology Stocks : Wind River going up, up, up!
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To: Erwin Sanders who wrote (6256)9/8/1999 1:28:00 AM
From: Mark Brophy   of 10309
 
He's not a hardware guy.

He comes from Applied Materials, which sells chip-making equipment to chip companies, who in turn sell their chips to hardware companies.

The reason they chose him is that chip equipment is a large share of the embedded market and he brings a good customer perspective. RadiSys is so heavily dependent on chip equipment customers that the drop in Asian orders in 1998 resulted in them having a bad year. Wind River has a more diversified customer base than RadiSys, but it's still useful to have a former customer as CEO.

Advanced Energy makes power supplies that use VxWorks. Their products are mostly sold to chip equipment companies. So, the value chain of an x86 embedded system is Wind River-Advanced Energy-Applied Materials-Intel-RadiSys-Wind River.
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