***************Part 1. WIND INDEX (1 - 9192) ***************************
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 siliconinvestor.com 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 and at futures.wharton.upenn.edu.
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". Posts of relevance to the Lily Pond Project are marked with a Y.
You can get to the post you want by typing the post number in the Reply # box (above and right).
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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
-“Bob: I guess what I am trying to get feel for is, are you seeing any slow down, because there were people saying that the economy is indeed slowing we are down significantly those are the fundamental but, anything that is concerning that raises a red flag for you? Jerry: Well, our experience has been that when there is pressure in the way our customer seems to respond is they outsource more. They tend to innovate more, they tend to take the opportunities to say we need something new. Both of those trends are good for us. So, in fact we have not been coupled very strongly to the sort of economic pressure that I think you are referring to.” Jerry Fiddler interview, Post 8855
"I have access to lots of data sources such as IDC, Frost and Sulivan, Forrester, Gartner (limited), Etc.
I would be happy to gather third party research and forecasts to help build the revenue forecasts for the different lily ponds. If there are reports from the 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 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
Motorola warns of possible $500M 4Q sales shortfall siliconstrategies.com "Even though it is necessary to reduce our expectations for sales and earnings in the short term, we continue to believe that tremendous long-term opportunity exists at three levels of the value chain -- embedded chips, embedded electronic systems and end-to-end integrated communication solutions -- for wireless, broadband, and Internet markets," said Robert Growney, Motorola's president and chief operating officer, in a statement.
“But in a move that may surprise some in the industry, Sony passed on its own Aperios operating system as the OS for the box. "After evaluating a variety of operating systems, including Aperios, and the availability of tool sets, we decided to use VxWorks," said Aoki. "Time-to-market was the most critical factor in this decision." Post #9034
Wind River Systems STRONG BUY--- Prudential WIND: THE ARRIVAL OF THE "POST-PC ERA" COULD LEAD TO A BANNER 2001 FOR WIND WIND | $32.88 | OTC We think 2001 could be a watershed year for Wind River Systems, which is well positioned to capitalize on the rise and mainstream adoption of “smart” devices.
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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 8900.......12/11/00 9000.......12/31/00 9100.......01/30/01
*********************************************************************************** RELATIONS WITH OTHER COMPANIES:
3Com 7129,7235, 7239, 9048, 9174,
Adaptec 2201, 6643,
Adobe 1244, 1302, 1308,
Agranat Systems 6371,
Aisys 6221,
Alcatel 7748,
Altera 8700AB*,
ADI 8894,
AOL 4845, 4860, 5164, 5567, 6467, 7123, 7124,
Apple 5456, 5613,
ARMHY 8102,
ATT 8514,
Banderacom 8295, 8296, 8702, 8704, 9029, 9030AB,
BeComm 7231, 7233,
Black and Decker 5456,
Broadcom 7697, 9112AB, 9115,
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, 8913,
Cygnus 4421, 4422, 4423, 7235, 7239,
Crossroads Systems 6574, 6575,
DEC 1643, 1652, 2320, 2354, 2892,
Dell 9112AB,
Destiny 5841,
Dolby 5198,
Echelon 7256, 7686, 8623, 8624,
Ericsson 8688, 8820,
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, 9175,
ICESoft 8319, 8326, 8425,
Idea Grove 7166,
Infineon Technologies 7250,
INSG 9185
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, 9091AB,
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, 8828, 9108
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, 9155, 9158, 9159, 9184,
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, 8947AB,
MIPS 6985, 7949, 9063,
MMC Networks 5669, 6580, 7697,
Motorola 3675, 6085, 6092, 7699, 7700, 8498, 8816*, 8888, 9080,
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*, 8891,
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, 8829, 9050,
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, 8884, 9144,
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, 9034, 9066,
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, 9108,
TVIA 8433, 8434, 8439,
TiVo 7129, 7240, 7931, 8818, 8819, 9136,
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, 9055, 9056, 9077, 9078, 9190,
BIOS 1973, 1974, 1976,
Bluetooth 7703, 7704, 8499, 8500, 8505, 8518*, 8820,
Cameras, Imaging 2084, 3030, 3031, 3079, 3312, 3397, 3645*, 3669, 3752, 3761, 3762, 3769, 3838, 4468, 5179, 5616, 7723, 9006, 9010, 9047,
Cable modems 3746, 3749, 7699, 7700,
Cirrus 7975, 7981*,
Debit Cards, Vending Machines 834, 2389
Digital TV 8969, 8970
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, 8894, 9145,
Embedded Servelets 3177,
Gigabit Ethernet 7705,
Fire Wire 2459, 3521,
Flash Memory 3396,
Flash Point 7215, 7840,
Gaming 4324,
Games 7859,
Gigabit LAN 9112AB,
GUI's 6704,
High Availability 8451,
Home Gateway---Y 7110, 7111, 7112, 7231, 8596AB, 8597, 8627, 9048, 9119, 9127, 9140,
iLAN 9112AB,
IP Phones 8460, 9115, 9189,
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, 9030AB, 9033, 9089, 9091AB,
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**, 8980, 9030AB, 9091AB, 9146*, iLAN 8000**, 9030AB,
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*, 8975, 8977, 9039,
IP Phones-Y 9052, 9053, 9054, 9057AB*, 9061, 9076,
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, 8901, 8902, 8903, 9109,
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,
Network Processors --Y 9073, 9137, 9138, 9140, 9175, 9190,
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, 9138,
Sensors 1451, 1458, 2884, 2896, 3081, 3166, 3661,
Server Appliances---Y 9112AB, 9137, 9138,
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, 9034, 9063, 9066, 9082, 9104,
Software and cable modems 2367, 2371, 3084, 3085, 3171,
Smart Cards 998, 3667, 5183, 5191, 5192, 7916,
Storage 8825, 8826, 8836, 8864, 8880, 9138,
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, 8863, 8867,
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, 8821,
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,
GENERAL TECHNICAL DISCUSSION
16 BIT vs 32 BIT Processors 124, 112
Cumulus, 7766*,
Convergence 8750AB, 8758,
Definition of "Kernal" 2341
"Evolution of the Internet" 2900, 2901, 2902, 5449, 6407,
Edge of the Network Cloud, Network Intelligence 8020**, 8021,
Glossary 6966
History and Future of Computing 1493, 3056, 3093, 3097, 3098, 3099, 3100, 3117, 3113, 3137, 3187, 4260, 8758,
What does Wind River Systems do? 508*, 512, 1679, 1847*, 2094, 4596, 5099*, 5156**, 5194*, 6098, 6099, 6394*, 7047, 7993**, exchange2000.com
ragingbull.com
freeedgar.com
"Wind River develops, markets, supports and provides consulting services for advanced software operating systems and development tools that allow customers to create complex, robust, real-time software applications for embedded computers. An embedded computer is a microprocessor that is incorporated into a larger device and is dedicated to responding to external events by performing specific tasks quickly, predictably and reliably. Wind River's flagship product, Tornado II -TM-, enables customers to enhance product performance, standardize designs across projects, reduce research and development costs and shorten product development cycles. "
Photonics 8020*,
Technical Journals 155, 165, 1133,
"Ubiquitous Computing" 182, 218, 391, 654, 806, 1428, 2603, 4260,
Y2K, 199TA, 3146, 3154, 3155, 3156, 3158, 6089,
Overview of Real Time Software and Hardware Co's 3479, |