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Technology Stocks : Wind River going up, up, up!

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To: lkj who wrote (8277)8/18/2000 7:46:31 AM
From: Allegoria  Read Replies (2) of 10309
 
lkj wrote: Scientific Atlanta backs PowerTV, but I believe that PowerTV has been mostly a failure. I doubt any of SA's STB has any PowerTV in it.

lkj, you couldn't be more wrong about SFA's PowerTV. First off, since the beginning of this year, SFA's shares have outperformed every other member of the S&P 500, more than tripling in value.!! (Disclaimer: The mo-mo's have pulled out of SFA in the past few days and SFA has fallen - and I haven't recalculated this quote in the past few days...) Imagine that though...a small little company like SFA! That doesn't happen with "PowerTV has been mostly a failure."

Partnerships
PowerTV has sold nearly 3 million licenses. Last quarter. its operating system reached the milestone of 2.5 million cumulative deployments in the quarter. Recently, Time Warner Cable, along with nine other leading cable operators, selected PowerTV as the operating system for deployment in digital cable systems. Further deployments in North America, South America, Europe and the United Kingdom include Pace Micro Technology, Panasonic and Pioneer. Also, Pioneer and Toshiba joined Scientific-Atlanta as OEM after adopting PowerTV's operating system and hardware designs.

PowerTV is currently working with a number of major manufacturers, including Nokia, Pace, Pioneer, Sagam, Scientific-Atlanta, and Toshiba to incorporate the PowerTV OS into a variety of peripherals. They are working hard to licensing their technology to additional hardware manufacturers and being the de facto standard in advanced TV. But there is tough competition everywhere! MSFT, LBRT, OPTV...

Open standards
PowerTV is a very well-designed, high-quality modular system with a published API based on open standards. The various products housed in the OS are united by their use of standard interfaces such as TCP/UDP-IP, JavaScript, Java, and HTML. Recently PowerTV bought the PRASARA company and the combined companies now offer an open, end-to-end software solution for interactive television capable of running on any broadband delivery network, any server solution and any cable TV digital set-top. PRASARA's strength was its back office suite of applications that the cable companies have been clamoring for...
This addition of PRASARA also includes over 175,000 digital cable subscribers in Honolulu, Hawaii, Tampa/St. Petersburg, Fla., and New York City, N.Y.

History of PowerTV
PowerTV was formed in July, 1994, with the founders coming from an IBM-Apple joint venture. Scientific-Atlanta, provided the seed capital for PowerTV's expansion. The seed capital coupled with business accomplishments, allowed PowerTV to recruit a great engineering team which then developed the software and graphics hardware for digital set-top boxes.

The company shipped its first operating system thirteen months from PowerTV's inception. That is pretty quick! The ensuing months saw the shipment of the eagle graphics / audio chip. The design represented the first hardware product developed under PowerTV's PowerGrafixä banner. More recently, PowerTV licensed their graphics technology to two leading manufactures of MPEG decoders: LSI Logic and SGS-Thomson. These strategic partners have helped PowerTV set a compelling standard for television graphics.

I hope this helps to correct the record wrt to PowerTV.
Any WIND'ers comments?

Good luck,
Eric
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