JC, I recently added substantially to my WIND position because it seems like a "no-brainer" with I2O, TMS, DSP, OSEK, cell phones, infrastructure, set-top boxes etc,etc. I understand that in house roll your own is falling by the way side due to time to market constraints. As a result WIND is gaining a growing share of a growing market.
Not being literate in this industry I am trying to understand (and have to ask) where the risks are. Is is possible that a Sony or Motorola like company has been quietly flushing out their embedded software, tool sets etc to participate in this market? Or do they all lay their software on top of VxWorks, pSOS etc?
What are the strategic alliances between MOT and Integrated Systems vs Microware? I have not followed INTS closely and wonder if WIND/INTS provide the technology behind the following. . .
biz.yahoo.com
<<Motorola Announces Comcast Order for One
Million Additional Interactive Digital Consumer Terminals and
Cable Modems
HORSHAM, Pa., Jan. 13 /PRNewswire/ -- Motorola Inc. (NYSE: MOT - news) Broadband Communications Sector formerly General Instrument Corporation, today announced additional awards from Comcast for one million additional digital consumer devices. The award quantities are incremental to the December 1997 digital terminal supply agreement between the two companies. Comcast plans to deploy the Motorola DCT-2000 and DCT-5000+ interactive digital set-top terminals and SURFboard© SB3100 CableLabs© Certified(TM) cable modems during the years 2000 and 2001.
Comcast is targeting the digital consumer terminals and related Motorola headend and software technologies for Fort Wayne, IN; Independence, MO; Prince Georges, MD; Santa Barbara, CA; Washington, DC; and other markets. As part of its digital services offering to subscribers, Comcast has already deployed hundreds of thousands of the DCT-2000 and predecessor Motorola interactive digital set-top models in markets throughout the United States. In addition, Motorola will provide its SURFboard cable modems to multiple Comcast systems. These deployments of the SURFboard modems will further expand Comcast's field deployments of Motorola's high-speed data technologies.>>
Based off the assumption that WIND provides the software for the majority of in car navigation systems do you think they will play a role in this? . . .
biz.yahoo.com
Motorola and IBM Partner to Help
Automakers Put the Wireless Web on the Road; Companies Team to
Give Auto Industry End-to-End Telematics Capabilities
<<DETROIT, Jan. 13 /PRNewswire/ -- IBM (NYSE: IBM - news) and Motorola (NYSE: MOT - news) are joining forces to accelerate the technology that will help automakers bring a variety of wireless and Web-based services to drivers and passengers worldwide. Announcing their strategic relationship today, the two companies will work together to provide the end-to-end resources that will help automakers offer next generation products and services to their customers.
Motorola and IBM plan to combine their technologies, products and services for a joint approach to the auto manufacturers. By leveraging each other's expertise and industry leadership, the two companies will establish an integrated approach to help auto manufacturers get the next generation of telematics products to market quickly and meet the growing customer demand for enhanced, in-vehicle communication/information/entertainment systems.
Telematics is an automotive industry term that refers to in-vehicle, on- board and embedded electronic systems. To drivers, it translates in this case to real-time, remote access to a full range of in-vehicle services; custom shaped for the automotive environment and specifically designed to maximize driver safety. In addition to emergency calling and roadside help, the exciting new offerings might include features such as wireless communications and Internet access, dynamic navigation with real-time traffic routing, security and anti-theft protection, personalized information, e-mail and a variety of entertainment options.>>
Thanks.
Boda |
