Nice report on consumer electronics. DVD seems to be the hot products. I was thinking most of the WIND revenues comes from set top boxes and DVD is a minor source of income.
I'm just starting to get around and research this company.
Saw this old comment: Revenue model is an upfront license fee, typically $50,000 with a royalty for each unit eventually sold. The 10Q doesn't discuss this anymore.
reading the WIND 10Q
"We also compete with other independent software vendors, including
- - Accelerated Technology, Inc.
- - ENEA Data Systems
- - Mentor Graphics, Inc.
- - Microsoft Corporation
- - Microware Systems Corporation
- - Motorola, Inc.
- - QNX Software Systems, Ltd.
- - Sun Microsystems, Inc.; and
- - Symbian Inc.
Recently, a number of companies, including RedHat, Inc. and Lynx Real-Time Systems, Inc. have promoted Linux, an open source licensing model, as an operating system for use in embedded applications. The open source licensing model provides readily available source code and a royalty-free operating system. Because Linux is royalty free, Wind River may be forced to reduce the prices of run time royalties, which could result in reduced profit margins."
I haven't been able to find a comparision for market share in this sector. Tough to say if WIND is #5 or #1. I saw a #2 ranking with 22% a year ago in briefing.com. Didn't say who number one was.
The 10Q mentions MOT competition which is odd because on 11/13 Motorola teamed with Wind River to integrate Motorola's MCT5100 M-DTV module and Wind River's VxWorks(R) real-time operating system (RTOS). The solution allows OEMs to develop digital TV products and set top box products.
All these design wins in the summer seem to be interesting and the many partnerships with ERICY, MOT, INTC. My experience with the embedded market was in NSIL. Good until they hit some problems. After NSIL, I have been cautious of proclaimation touting the future potential of the embedded market.
I see an old AMAT pedigree is on the CEO resume. The old one resigned in 1999.
This company has seen some turbulence in the last two years. Now to start reading the older posts.
Jack |
