Wind River going up, up, up! Message Board

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Technology Stocks : Wind River going up, up, up!

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To: Mark Brophy who wrote (1866)	8/30/1997 11:58:00 AM
From: mac	of 10309

>It sounds like you've never used an x86 processor and you'd consider >it an unpleasant experience. Wrong again :) I'm using one right now, actually. And I first programmed an 8088 back in the early 80's. >they can find x86 application programmers much more easily. An application programmer is an application programmer is an application programmer. In most cases s/he doesn't even care what microprocessor s/he's using. S/he's normally a level removed from the architecture. So it's not an issue unless your're talking about Windows programmers. >If you compare the profiles of WIND and RSYS on SI, you'll notice >that WIND names 4 significant competitors, but RSYS cannot name even a >single one! That tells me that the business may not be very useful, thats all. I could start a company tomorrow porting iRMX (RSYS's RTOS) to the PowerPC... I bet you that I have NO competitors... just like Standard Oil. Does that make it a good business. Of course not. RSYS is in 2 businesses. Systems and software. Their main competitors in systems are "in-house". You think the fight for COTS versus in-house is strong in RTOS? They haven't even BEGUN to fight in systems. Bringing a whole system outside is very rare. For many reasons. That's why they have no large competition. In actuality they have hundreds of small competitors. Many private consulting companies all over the country do that. It's not market niche by any means. Its a scattered business. And besides goodwill, there are no barriers to entry. Anyone can set themselves up doing this work. And at the first hint of a recession all the companies will pull the systems in-house.. and sayonara Radisys, they'll be the first to fall. I've seen it. With regard to software, in order that we can compare a WIND apple with a RSYS apple, RSYS offers 2 things. One is iRMX. Intel didnt want it. For all intents and purposes it's dead as far as those outside RSYS are concerned. Two, it offers to make Windows NT more hard real-time by using iRMX. So if anyone thinks that Windows CE is competition for WIND, it's a death knell for anything to do with real-time Windows NT. >Radisys is a pure play on the x86 architecture that's >taking over the embedded systems market. First x86 is not taking over the embedded market, espc. deeply embedded where it's hardly used at all. Secondly, Radisys is only a pure play on bringing systems outside.. period. mac

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