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Technology Stocks : Wind River going up, up, up!
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To: Peter R Smith who wrote (90)6/3/1996 5:39:00 PM
From: Lyle Abramowitz   of 10309
 
Peter and Allen, Let me give you my comparative view of of INTS, MWAR and WIND.

INTS was founded by modern control theorists from Stanford. "Modern" control refers to time domain analysis of control systems (vice "classical" s-plane analysis) and involves a lot of matrix analysis and manipulation in implementation. Kalman filtering is an example of such techniques.INTS orignally did not do embedded systems--they offered CAD programs to design controls (including a matrix tool) and engineering services. Their customers were (and still are) companies like Boeing where I suppose they help design aircraft aerodynamic controls and the like. They later acquired the company that developed pSOS (INTS's embedded processor RTOS). This fit in since they could then offer complete control sytem solutions to their customers. The company has significant penetration into the automotive market (ABS, ignition and emission controls). I don't think it was until INTS decided to hire David St. Charles away from WIND a few years ago that they realized the potential of the RTOS business. INTS still leads in revenue, although I don't know the breakdown between RTOS revenue and the engineering business.

MWAR which went public in April 1996 has been around well over ten years. The OS-9 product was originally developed for the Motorola 68XXX processor family. Motorola in fact holds about 1.2 M shares of MWAR and also holds options to roughly double that stake. Most of MWARS sales are for 68XXX applications. MWAR targets wireless communication and interactive video applications. They developed the DAVID digital audio/video standard (and DAVID light) and have things in the works with MOTO's wireless architectures (which I guess includes IRIDIUM--the global "big LEO" satcom system).

WIND's strategy is to support all the processor families and development platforms. They try to be application independent, which makes a great deal of sense to me. (Here I fantasize that WIND will become the MSFT of RTOS.) Fantasy notwithstanding it's interesting that MSFT tried to enter the embedded system market with an initiative called "Microsoft at Work". Their vision (at least intially) was to standardize control of printers, fax/modems and the like. I heard they were actually trying to port Windows into the processors--enough said there.

WIND did win a contract to put its product into GM diesel (cars, trucks?) for model year 1998.

In the same issue of EE Times that ran the story about the Navy win for VME cards Intel ran a two page ad for I20 and gave the URL for WIND's home page.

Regards,
Lyle
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