Burt, You obviously know much more about the RSYS/Intel relationship than I do and, no, I do not know if they went "head-to-head to get the i960 business from Intel" but I would love to hear what you know about it... What I do know is that Intel is a well managed company and I would imagine that the bottom line would come before personal relationships, thus I can't imagine why Intel would select another company's (i.e., WIND) RTOS unless it was superior. However, I am open-minded and if you know something else I am all ears...
The purpose of my comment was to point out that WIND and RSYS are NOT PRIMARY competitors. WIND is a software company and it my understanding that RSYS is primarily a hardware company. My knowledge of RSYS is limited, my knowledge of WIND is much greater. I wanted to respond to Jerry because he mentioned comments made by Ed Handley on WBZS in Washington, D.C. (area) [Ed appears every Wednesday on a call in talk show devoted to money issues, particularly stocks]. Specifically, Ed was comparing the PE of RSYS to WIND and saying that RSYS may be undervalued and/or WIND may be overvalued. While that may or may not be true, I just wanted to point out that it would not be appropriate to compare the PE of a software company to that of a predominantly hardware company, as software companies often command premium multiples due to their higher profit margins.
I agree that the i960 business should not be used as a "measuring rod of either WIND's or RSYS's future" - this is only one component of WIND's business and future revenue stream.
Carolyn |
