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Technology Stocks : Wind River going up, up, up!
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To: Joan Osland Graffius who wrote (1830)8/27/1997 1:16:00 PM
From: Mark Brophy   of 10309
 
I'm glad I made your day.

As Greg M. notes, I have a bias. Doesn't everyone? I consider Intel the premier force in the technology world today. I own a portfolio of only 6 stocks and 3 of them are Intel companies, including Radisys. Intel has been trouncing Motorola for a long time and I expect the trend to continue indefinitely.

Radisys was founded by former Intel employees who designed the i960 processor. They bought Intel's embedded systems business and Intel received 17% of the company. Radisys received the iRMX operating system as part of the deal. I2O is based on the i960RD processor, a derivative of the i960 that adds PCI bus capability. They could've combined their i960 and iRMX expertise to get the I2O contract, but they decided there were better opportunities elsewhere. Radisys has the privilege as an Intel company of picking the low hanging fruit from the Intel tree and Wind River must be content with unripened fruit.

The primary reason they chose to pass up I2O is that it requires substantial industry support from Microsoft, among others. Microsoft has their own agenda to pursue and they aren't going to support I2O in their operating system simply to placate Intel and Wind River. They'll selfishly support it when they believe it can add to their bottom line. Many of the x86 systems sold by Radisys contain a Microsoft OS and they consider Wind River an obstacle to their goal of Windows Everywhere. Allen Benn has been tirelessly hyping I2O since the very first message on this thread on Feb. 21, 1996 and the company still won't see the first dime of revenue until 1998. Contrary to Allen Benn's post at techstocks.com on March 1, 1996, it's untrue that, "Microsoft apparently will be jumping all over I2O." The rest of the industry doesn't appear to be bubbling over with enthusiasm, either.

Wind River management has done a far more realistic appraisal of the potential of I2O than the investors on this thread. I suggest that you contact company founder Jerry Fiddler (jerry@wrs.com) for details. I'll be in Minneapolis Sept. 5-10 if you'd like to meet me.
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