Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: unclewest who wrote (19139)	3/1/2000 12:27:00 PM
From: the hube	Read Replies (2) of 54805

i would like to know more about the competition. perhaps you could illuminate that?? is wind the clear winner or should we play a basket is what i am getting at. That is exactly the reason I picked the ISI acquisition as being as much a key for WIND as the Ericsson agreement was for QCOM last year. At this point, I see no other companies in a position to challenge WIND's dominance of the embedded systems industry. ISI was their most significant competition, and now they are part of WIND. WIND had 1000 design wins last quarter. No other company comes close. WIND has over 500 development partners. No other company comes close. WIND spent $50 million in R&D last year. No othger company comes close. The closest company to WIND is QNX, a privately held Canadian company. Based on WIND's claim that they spent more on R&D than any other company had in revenues, QNX is far behind. Microware (MWAR) is tiny and no real threat to WIND. MSFT does not currently have a RTOS, and WIND does not view them as being in direct competition--YET. IMO, the most serious threat to WIND would be for MSFT to buy QNX. With their resources, they would be an extremely formidable competitior. Linux has also been mentioned often as a competitor. With Wind's EST acquisition, they will now provide tools for Linux development. Because of its size, they do not feel that Linux will be suitable for most projects. I have a feeling that we may look back and see that we are in the midst of a tornado right now. In this industry, I think the appropriate measurement may well turn out to be design wins, which precede the royalty revenues. WIND is currently designed into so many things that have explosive growth ahead, that I see no way for them not to meet their publicly stated goal of $1 Billion of revenues within three years (Last year was around $310 million). John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next