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

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To: Anthony Tran who wrote (6444)10/5/1999 4:21:00 PM
From: Ronald Paul  Read Replies (1) of 10309
 
I concur with Tawei on impact of RT Linux on WIND.

There are companies that work on RT Unix. They have also been around for years. For similar reasons, RT Unix never posed a threat to VxWorks. RT NT and CE prompt similar wonderment.

If an RTOS is designed from the ground up, it would have to be similar to QNS, pSOS, VxWorks,etc with a micro-kernel, in order to be competitive as far as the OS is concerned. It would look nothing like NT,DOS,Linux,Unix,etc.

Along with the OS, WIND tackles all the BSP, tools, processor support, and porting issues for the customer. This is where the real value added occurs.

Fiddler and co. figured out a long time ago that customers, such as HP, would need to start out-sourcing OS and embedded development environment efforts, or make a strategic decision to go into the RTOS business themselves.

The costs and time-to-market issues involved with inhouse development simply forces many of the customer's hands if they want to remain competitive in their markets.

I am hazarding a guess that for many companies needing to squeeze cost of development, going with RT Linux will not be the right answer.

My perspective, fwiw
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