Hi Greg,
long time no talk, are you coming to SD next week?
Since I worry about everything, now that the CE threat is finally managed, I thought Linux may be the new threat. After some research and discussion, here is a number of thoughts:
If Linux could knock out all the heterogeneous players in the embedded space, then it ought to a synch that Linux can capture all the server space almost instantly. I don't think the market thinks Sun or Microsoft OS's are going to be displaced anytime soon. Only when those canaries disappear, need you worry profoundly about WIND.
The embedded space is due to explode to a size vastly bigger than either the server of the desktop space. If Linux is successful beyond anyone's expectation, there will be plenty of room for WIND. The embedded space is NOT about the OS, it has everything to do with solutions.
Linux cannot replace VxWorks for I2O or IXA. If everything else disappeared, these technologies would make WIND hugely valuable.
If Linux is to become a popular embedded OS, then why wouldn't WIND, the premier embedded solutions company, offer it along with VxWorks, IxWorks, pSOS/OSEK, pSOS+, etc.?
Much of the source-code appeal of Linux is a turn-off to corporations. They don't want to grovel at the kernel code level.
Linux source is controlled by a hierarchy of Linus's workers. That model means the Linux OS ultimately is subject to the same weaknesses of any hierarchical model.
I think that may explain that while St Dennis did not brush off Linux completely, he was not endorsing it with enthusiasm.
The 2 conference calls this week were very encouraging for long time WIND shareholders like myself. St Dennis appears to have the know how to realize the potential of WIND far better than Ron A ever had.
Though the stock price took an un-expected turn downward, I suspect that this will be temporary, once the street realize what WIND is all about.
Ramsey
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