Hi Karim
Gorilla and WIND
Good: enabling technology (yeah)
Bad: company has one patent, plenty of copyrights, and hope there are not a lot of reverse engineering degrees in major universites Message 10389969
Good: crossed chasm with Vxworks and tool development kits but latest version's product adoption was delayed a quarter, revenue deferred
Good: multiple bowling pins with design wins (over 5000) plenty with the whos, whos of technology.
Bad: majority of these never have gotten accepted or crossed their own chasm
Good: market share leader in embedded OS space in key areas with huge potential including aerospace, military, industrial, Embedded Java, I20 and NGIO, Jet send, varied automobile antilock breaks, fuel injections, and newer navigation systems
Bad: has attracted attention of baddest gorilla before their value chain has tornado. This gorilla wants to CE itself in any consumer oriented embedded space such as PDA, Wireless Knowledge.
Good: has superior technology to baddest gorilla with small kernal and proven significant reliability advantages (jet plane can not reboot at 33,000 feet)
Bad: MSFT makes more in interest off cash than WIND market cap
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