***************Part 1. WIND INDEX (1 - 8820) ***************************
This is an updated index to the WIND RIVER GOING UP, UP, UP thread.
Because of space limitations, the index is divided into two parts: Part 1 includes references to associated companies and technologies. Part 2 includes analyst comments, markets, earnings expectations, management notes, and an references to the Lily Pond Project. Check out the Lily Pond posts at the bottom of Part 2.
Each subject lists the most relevant post numbers. There is some overlap in the categories, so search around.
Posts with a * are especially noteworthy. Posts with a TA refer to the Technical Analysis thread. Beginning about August 2000, Allen Benn's posts are labeled with "AB".
You can get to the post you want by typing the post number in the Reply # box (above and right).
***********************************************************************************
Interesting Quotes:
"Barrett said that its newer businesses -- such as networking, communications and wireless -- will rise roughly 50 percent in 2001; those units account for about 20 percent of Intel's sales, he said." Post #8762
"...the TMS 2.0 release excites me because the new product extends to Layer 3, and this opens the door for an enormous amount of network intelligence, virtually a difference in kind. A complete set of Layer 3 network software tools obviously is a major reason why WIND has been anointed by every player in the raging intelligent network processor space.
Allen Benn Post #8548
"I have access to lots of data sources such as IDC, Frost and Sulivan, Forrester, Gartner (limited), Etc.
I would be happy to gather thirdy party research and forcasts to help build the revenue forcasts for the diferent lilly ponds. If there are reports from tha above mentioned sources that you would like information out of I can get that as well.
I read the SI thread regularly. Let me know if I can help." Post #8686
The top four lily ponds over the next five years probably are: (1) home and SOHO gateways (including DSL and cable modems), (2) Server Appliances, (3) network equipment(optical switches, routers, etc. with intelligent network processors) and (4) client Internet Appliances with Java.
Allen Benn Post #8602
``The world of e-business is driving a massive build-out of the infrastructure of computing and communications,'' said Lou Gerstner, IBM Chairman and CEO. ``That, in turn, drives demand for critical technical components like chips. Demand is white-hot in three critical segments -- chips for big servers, chips to power the explosion in Internet access devices and chips in the networking equipment that ties everything together. " Post #8631
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Some reference dates for posts:
100...... ....6/6/96
200 ....... ..7/29/96
400 ......... 12/26/96
600 ....... ..4/28/97
800 ...... ...4/6/97
1000...... ..4/26/97
1200...... ..6/4/97
1400...... .6/26/97
1600 ...... .7/23/97
1800...... . 8/21/97
2000 ...... 9/11/97
2100 ...... 9/21/97
2200 ...... 10/6/97
2300 ...... 10/27/97
2400 ...... 11/17/97
2500 ...... 12/11/97
2800...... 2/26/98
3000...... 4/4/98
3200 ...... 5/22/98
3400...... 7/15/98
3600 ...... 10/4/98
3800 ...... 1/8/99
3900.......1/22/99
4000.......1/23/99
4100.......1/25/99
4200.......2/1/99
4300.......2/18/99
4400.......3/1/99
4500.......3/26/99
4600.......4/5/99
4700.......4/7/99
4800.......4/8/99
4900.......4/16/99
5000.......4/23/99
5100.......4/30/99
5200.......5/17/99
5300.......5/21/99
5400.......6/7/99
5500.......6/16/99
5600.......6/24/99
5700.......7/4/99
5800.......7/8/99
5900.......7/17/99
6000.......8/4/99
6100.......8/17/99
6200.......8/26/99
6300.......9/13/99
6400.......9/24/99
6500.......10/18/99
6600.......10/28/99
6700.......11/8/99
6800.......11/18/99
6900.......11/29/99
7000.......12/21/99
7100.......1/7/00
7200.......2/1/00
7300.......2/25/00
7400.......3/4/00
7500.......3/19/00
7600.......4/3/00
7700.......4/27/00
7800.......5/20/00
7900.......6/4/00
8000.......6/23/00
8100.......7/1800
8200.......8/7/00
8300.......8/23/00
8400.......9/2/00
8500.......9/19/00
8600.......10/7/00
8700.......10/24/00
8800.......11/18/00
***********************************************************************************
Relations with other companies:
3Com
7129,7235, 7239,
Adaptec
2201, 6643,
Adobe
1244, 1302, 1308,
Agranat Systems
6371,
Aisys
6221,
Alcatel
7748,
Altera
8700AB*,
AOL
4845, 4860, 5164, 5567, 6467, 7123, 7124,
Apple
5456, 5613,
ARMHY
8102,
ATT
8514,
Banderacom
8295, 8296, 8702, 8704,
BeComm
7231, 7233,
Black and Decker
5456,
Broadcom
7697,
Cable and Wireless
5837,
Cadence
3200
Cerent
6194, 6204, 6608, 7707, 8021,
Cisco
1833, 3691, 3696, 4944, 5872, 6320*, 7111, 7129, 7707, 7708*, 7728*, 7776, 7813, 7815, 7820, 8021, 8760,
Cygnus
4421, 4422, 4423, 7235, 7239,
Crossroads Systems
6574, 6575,
DEC
1643, 1652, 2320, 2354, 2892,
Destiny
5841,
Dolby
5198,
Echelon
7256, 7686, 8623, 8624,
Ericsson
8688,
E-SIM
7161,
EST
7918, 7924*,
Espial
6319,
F5 Networks
8005,
Flashpoint Technologies, Digita
6717, 6718, 7837, 7838, 7839, 7840,
Fujitsu
5945,
Hi/fn
7516
HP 2292, 2293, 2358, 84TA, 2925, 2926, 2931, 2932, 2939, 2978*, 2982, 3163, 3164, 3165, 3168, 3179, 3180, 3181, 3184, 3199, 3670, 3707, 3827*, 4395, 5203, 6369,
Hitachi
8293,
Hughs
5567,
IBM
5957, 6220, 7164, 7205, 7747,
ICESoft
8319, 8326, 8425,
Idea Grove
7166,
Infineon Technologies
7250,
INTC
1501*, 1849, 3826*, 3827, 4995, 5119, 5120, 5788, 6320*, 6332*, 6393, 6407, 6458, 6467, 6653, 6970, 7008, 7165, 7241, 7254, 7255, 7256, 7708*, 7716, 7817, 8508, 8509, 8510, 8573,
INTS
318, 317, 338, 342, 347, 418,426, 592, 593, 2447, 687, 699, 717, 843*, 852, 1024, 1040, 1042, 1050, 1192, 1195, 1200, 1201, 1225, 1364, 1855, 1945, 2071, 2116, 2554, 2556, 2557, 2631, 2632, 2634, 2948, 2950, 2951, 2966, 2967*, 2974, 2978, 2982, 2988*, 3293,
exchange2000.com, 3575,
4502, 5340, 5479, 5492, 5897, 6251, 6591, 6597, 6601, 6641
INTS/WIND Merger
6655, 6931, 6932, 6935, 7021*, 7167, 7235, 7239, 7251, 7256,
KOBELCO, Japan
8412, 8415, 8423,
Konica
3038, 3263,
Level One
6224, 6298,
Liberate Technologies
5221, 5225, 5231*, 5258*, 5259, 5345, 5346, 5347, 5460, 5567, 5610, 5633, 6197, 6462, 6723, 6724, 7017, 7129, 7240, 7256, 7268, 8093*, 8336, 8442, 8443, 8446*, 8448, 8514, 8639*,
Log Point
5100
LSI
197TA, 4406, 4440, 4445, 4446, 4447, 4449, 7599, 8292,
Lucent
3212, 7539, 8021, 8337,
Lumos
5468,
MMC
7697,
MAC UC
5470,
Microsoft
280, 281, 388, 389, 390, 391, 394, 396, 397, 398, 425, , 445, 454, 455, 481, 488, 533, 538, 546, 744, 745, 748, 750, 753, 758, 759, 792, 806, 834*, 835, 846, 850, 853, 856, 861, 862, 865, 867, 884, 890, 900, 902, 972, 973*, 974, 975, 976, 983, 987*, 988, 989, 991, 1002, 1136, 1253, 1263, 2178*, 2179, 2191, 2195, 2394, 2398, 2445, 2605, 2604, 2771, 2813, 2814, 2816, 2817, 2818, 2821, 2883, 2930, 2937, 2938*, 2963, 2970, 2974, 2977, 2978*, 2981, 2982, 2983*, 2988*, 2989, 2992, 2995, 2996, 2997, 3005, 3008, 3009, 3013, 3018, 3019, 3021*,3024*, 3040, 3044, 3054, 3062, 3093, 3105, 3162, 3188, 3202*, 3230, 3240, 3244*, 3247, 3261, 3338, 3395, 3518, 3649, 3698, 3823*, 4314, 4388, 4476, 4501, 4547, 4548, 4552, 4557, 4562, 4564, 4565, 4578**, 4595*, 5128, 5132, 5136*, 5138*, 5140*, 5142, 5150, 5153*, 5154, 6290, 6729*, 6736, 7129, 7235, 7239, 7256, 7711*, 7720, 8594AB, 8727, 8733, 8738, 8739, 8740, 8742, 8745,
WinCE
5066, 5067, 5971, 5274, 5397, 5401, 5423, 5458*, 5799, 6290, 6450, 6639*, 7710, 7711*, 7962, 7964,
WIndows NT Embedded
6001, 6002, 6005,
CE vs.Vx
5844, 5847, 5848, 5849, 6290, 7256, 7701, 8117,
Microware
28, 31, 114, 225, 261, 300, 310, 338, 342, 418, 426, 453, 458, 687, 820, 842, 843*, 852, 1024, 1315, 1321, 1347, 1449, 1855, 2281, 2595, 2658, 2697, 2715, 2810*, 2914, 2916, 2930, 2933, 3095, 3527, 3780, 6129*, 6720, 7235, 7239,
MIPS
6985, 7949,
MMC Networks
5669, 6580, 7697,
Motorola
3675, 6085, 6092, 7699, 7700, 8498, 8816*,
Music Semiconductors
7722,
National Semiconductor
5885, 5887,
NEC
8596AB,
Netsilicon
7726,
NextLevel
7129
NSIL
7272,
Nokia
6467,
Nortel
3287, 3290, 6708, 6710, 8021,
Novell
116, 4433,
NTT DoCoMo
8737,
Oracle
806, 808, 810, 812, 814, 816, 1339, 1350, 1382, 2637, 3827,
Palm Pilot
3387, 5456, 6616, 6625, 6626, 6628, 6629, 6630, 7702, 8506*,
Patriot Scientific Corp, PTSC
2177, 3510, 3511, 3512, 3513, 3514, 3515, 3516, 3532, 3542, 3545, 3546, 3547, 3558, 3560, 3836, 4858, 4859, 6310, 6309, 6313, 6453, 7785,
Peerless Imaging
5986,
Pervasive Software
5992,
PharLap
3265,
Pingtel
8455,
PLX
2185, 2189,
PMC Sierra
6580
QCOM
746, 754, 777, 2260*, 2273*, 893, 3075, 3686, 3687, 4309, 6902, 6930, 7706*, 7725, 8146, 8151,
QNX
1855, 1932, 7795, 7799, 7813, 7815, 7820, 7847, 7848, 7873,
Radisys
186, 304, 314*, 1138, 1153, 1180, 1829, 1830, 1839, 1849, 1855, 1883, 1905, 1932, 2034, 2050, 2099, 2526, 2529, 2535, 2959, 2965, 3422,
Rambus
5441
Rapid Logic
3313, 6178, 8611, 8625, 8528,
Rational Software
4392
Real Audio
5738,
RTI
7262,
SBS Technologies
7906,
Scientific Atlantic, PowerTV
8278, 8280,
Siemens
4389
Softcom Microsystems
5788,
Sony
4406, 4418, 4440, 6373, 6374, 6375, 7840, 8307*, 8309, 8311, 8412*, 8597,
Spyglass
1403,
Sun
541, 543, 755, 994, 2368, 2598, 2605, 3826, 3827, 4168*, 4388, 5165, 5178, 5543, 5548, 5896, 5987, 7129, 8438, 8454,
Sybase
4284, 4436, 4528*,
Symbian
6339, 6340, 6901, 7702,
Systemsoft
1931,
Tadpole Technology Plc
5040
Times Warner
7699, 7700
Transmeta
7256,
Symbios Logic
see windriver.com
Terayon
5940, 6231, 6637,
Texas Instruments
4995
TVIA
8433, 8434, 8439,
TiVo
7129, 7240, 7931,
Tri-Pacific Software
6227,
Trillium
7539,
VenturCom
3244*, 6364,
Web TV
5738,
Xilinx
8693, 8700AB*, 8709AB,
Zaffire
8436,
Zilog
6642,
Ziatech
7070,
Applications
All-optical network
7679, 7682*, 8020**,
Application Service Provider (ASP), Thin Clients, Network Servers
7727, 7744, 7745,
ARM
7177, 7178,
ASIC
2432, 2447, 7847,
Automobiles (see also OSEK)
101, 311, 2580, 84TA, 834, 838, 845*, 846, 911, 1028, 1030, 1047, 1651, 1972, 2629, 3135, 3077, 3237, 3245, 3659, 3660, 3663, 4274, 4288, 4292*, 5421*, 5959, 6691, 7164, 7526*, 8154, 8159, 8162, 8164, 8231, 8665, 8666, 8668,
BIOS
1973, 1974, 1976,
Bluetooth
7703, 7704, 8499, 8500, 8505, 8518*,
Cameras, Imaging
2084, 3030, 3031, 3079, 3312, 3397, 3645*, 3669, 3752, 3761, 3762, 3769, 3838, 4468, 5179, 5616, 7723,
Cable modems
3746, 3749, 7699, 7700,
Cirrus
7975, 7981*,
Debit Cards, Vending Machines
834, 2389
DSP
1933*, 1935, 1936, 1937, 1957*, 1961, 1962, 1966, 1967, 1968, 1975, 1977, 1980, 1982, 2008, 2011, 2060, 2190, 4307, 4395,
DSL
8000*, 8001, 8002, 8003, 8066, 8243, 8244, 8457,
Embedded Servelets
3177,
Gigabit Ethernet
7705,
Fire Wire
2459, 3521,
Flash Memory
3396,
Flash Point
7215, 7840,
Gaming
4324,
Games
7859,
GUI's
6704,
High Availability
8451,
Home Networks
7110, 7111, 7112, 7231,
Home Gateway
8596AB, 8597, 8627,
IP Phones
8460,
I20
4, 22, 106, 107, 131, 206, , 249, 251, 336, 350, 367, 372, 495, 496, 497, 641, 643, 645, 697, 811*, 813, 815, 817, 819, 821, 822, 832, 833, 869, 870, 873*, 909, 910, 958, 961, 1055*, 1056, 1057*, 1061, 1062, 1063, 1065, 1103*, 1133*, 1162, 1206, 1224, 1236, 1237, 1238, 1277, 1279, 1280, 1282, 1307, 1313, 1314*, 1317, 1319, 1325, 1331, 1399, 1641, 1652, 1703*, 1704, 1716, 1722, 1794, 1870, 2005, 2203, 2206, 2207, 2210, 2211, 2215, 2221, 2222*, 2225*, 2227*, 2228, 2237*, 2255, 2256, 2302, 2430, 2452, 2454, 2462, 2457, 2548, 2565, 2575, 2559, 2565, 2606, 2621, 2630, 2770, 2778, 2913, 3004, 3111, 3145, 3195, 3286, 3288, 3296, 3481, 3544, 3645*, 3685, 3688, 3689, 3692, 3740, 3805, 3826*, 3839, 4174*, 4175, 4292*, 4293*, 4294*, 4295*, 4296*, 4297*, 4306, 4594, 5344, 5441*, 5443, 5444, 5445, 6143*, 6180, 6200, 6248, 7141, 7164, 7677*, 7678, 7817, 8000**, 8017, 8019,
Infiniband, IXP
6213, 6228, 6302, 6303, 6304, 6463, 6651, 6941, 7012, 7223, 7224, 7230, 7241, 7255, 7536*, 7537, 7716, 7717, 7698, 7835, 8000**, 8295, 8296, 8299, 8300, 8337, 8338, 8341*, 8477, 8646Y, 8677*, 8703, 8731**,
iLAN
8000**,
IXA
7913, 8408, 8409,
Internet Appliances, Embedded Internet Devices, EID's
112, 124, 870, 1134, 1373, 1376, 1389*, 1395, 1401, 2308, 2346, 2769, 3654, 3658, 3698, 3827*, 3833*, 4478, 4480**, 4564*, 4576*, 4597, 4896, 4897, 4898, 4899, 4900, 4902, 5076, 5456, 6105, 6184, 6272, 6741, 7110, 7221, 7231, 7591*,
Linux
5994*, 5995, 5998*, 6004, 6101, 6444, 6445, 6446, 6467, 6470, 6471, 6658, 6961, 6963, 6973, 7235, 7239, 7240, 7256, 7547, 7611, 7613, 7615, 7712*, 7931, 8209, 8260, 8288, 8563, 8564, 8582*AB, 8584, 8587, 8591AB,
NGIO, FIO,
3740, 3792, 3804, 3826*, 4580, 4586, 4587*, 5080, 5320, 5396, 5670, 5927, 5962, 5988, 6181hat, 6223, 6590,
Java
80, 82, 84, 95, 759, 2544, 259, 829, 993, 999, 1339, 1347, 1348, 1363, 1678, 1685, 1688, 1705*, 1852, 1942, 1943*, 1979, 1996, 1998, 2175, 2596, 2605, 2645, 2915, 3175, 3532*, 3674, 3671, 3675, 3758, 3837, 4168*, 4247, 4397, 4405, 4582, 4584, 5069, 5403, 5470, 5512, 5535, 5592, 6305*, 6308, 6346, 6448, 6636, 6712, 7914, 8506*, 8513,
Jet Send
2445, 2468, 2573, 2582, 3185, 3291, 3707, 3743, 4401, 6722, 6734,
Kitchen computers
5839,
MEMS
2884,
Military
1409, 1796, 2580, 2590, 6186,
Misc. Applications
101, 102, 103, 243, 244, 311, 346, 386, 474, 834, 852*, 2294, 2390, 2575, 2594,
NASA
3176, 6923, 7146, 8717,
NCI, Network Computer, Navio, Wind's browser
254, 257, 260, 263, 303, 301, 447, 452, 460, 564, 590, 595, 596, 806, 818, 823, 826, 828, 829, 830, 831, 837, 841, 860, 994, 1083, 1098, 1208, 1328, 1412, 1992, 2002, 2386, 2607, 2608, 2609, 84TA, 2633, 2661*, 2683*, 114TA, 2838*, 2880, 2883, 2998, 3028, 3050, 3051, 3192, 3194, 3645*, 3827, 4221, 4383, 4395, 4576, 4904*, 5164, 5169, 5576, 6704,
Networking Startups
6678,
Open Source
(See Linux)
Optical networks
8408, 8409, 8427,
OSG, Open Systems Gateway
4398,
OSEK
7526, 8661,
Pathfinder
1148, 1422, 1443, 1460, 1653, 1818, 2094, 2482,
Raid
7205, 7256, 7913,
Robotics
3661, 6003,
RTOS Applications
54, 71, 74, 78, 88, 81, 85, 86, 89, 218,
SAN's
6451, 7821,
Sensors
1451, 1458, 2884, 2896, 3081, 3166, 3661,
Set Top boxes, Cable modems
225, 300,834, 1206, 1263, 2649, 2650, 2671, 2715, 1278, 1285*, 1288, 1329, 2871, 2916, 2880, 3136, 4860, 4904, 5173, 5175, 5176, 6305, 6308, 8574Y,
Software and cable modems
2367, 2371, 3084, 3085, 3171,
Smart Cards
998, 3667, 5183, 5191, 5192, 7916,
Strong Arm
3472, 3473, 3480, 3482, 3483, 3654,
TV
5961,
Telecommunications, Networking, Mobile Internet
148, 189, 455, 603, 607, 613, 644, 834, 1285*, 2262, 2269*, 2271, 2481, 2497, 2498, 2499, 2512, 2583, 2604, 84TA, 2615, 2715, 114TA, 3335, 4260*, 7702, 7703, 7704, 7706*, 7725, 7727*, 7737, 7742, 7817*, 7974, 8626, 8695AB,
Tornado
88, 150, 416, 878, 886, 3170, 3668, 3677, 5174,
Tornado for Managed Switches, TMS
5699, 6201, 6638, 7172, 7173, 7694, 8540,
Tornado for Internet Appliances
7903, 8488,
Tornado for I2O
8548*, 8549,
Unix vs NT
2366, 2368
WAP
7702,
Willows
670
WindView
2956
WindLink and Partners
2960, 3272, 6447, 7070, 7090, 7517, 7262,
WindRiver Direct
5991,
WRS Networks
8013*,
Wind Web
3182,
Wind- Zinc
3374, 3376, 3377, 3378, 3379, 3382, 3459, 5576, 8265,
WIND Inside
5986, 5989, 5992, 6009, 6582, 6583, 6588, 6615, 6617,
xScale
8536, |
