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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: the hube who wrote (16647)1/31/2000 6:42:00 PM
From: om3  Read Replies (2) of 54805
 
Wind River vulnerable to open source solutions

John, as you mentioned in your excellent report on Wind River, they are potentially quite vulnerable to open source real time operating systems. The first such that I was aware of was Cygnus's (recently bought by Red Hat) eCos system:

cygnus.com

They say they currently support ARM7, Fujitsu SPARClite, Matsushita MN10300, Motorola PowerPC, and Toshiba TX39. The OS itself is completely free with no licensing or per unit royalty charges. They hope to make money selling tools to configure, test, and write applications for eCos.

It also appears that several embedded Linux projects are gathering steam. Cygnus is behind EL/IX, an attempt at standardization in this space. From:

eet.com

"EL/IX would also allow developers to use desktop Linux software to build embedded applications for Linux or on eCos, Cygnus' real-time operating system. Cygnus founder Michael Tiemann is hoping that factor will lure developers from traditional RTOS vendors like Wind River Systems Inc."

From:

eetimes.com

"Developers of embedded-Linux systems established some common ground at a gathering last week, as they laid the foundation to build common threads among their various efforts and also decided to back Cygnus Solutions' EL/IX as a common applications programming interface (API) for embedded Linux. Nearly 100 developers and programmers tended the grass-roots Real Time Linux Workshop here last week, and all but one voted to proceed with the use of EL/IX as their API."

Another entry in this space is Lineo which just released Embedix Linux:

lineo.com

I don't know the extent to which these developments are having an effect on Wind River but at the eCos presentation I went to they argued that companies developing embedded applications are extremely price sensitive when it comes to per unit costs and that is why the bulk of them are still rolling their own RTOSs. In that context, it would seem that a decent open source solution might be extremely attractive to them.

--Steve
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