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Technology Stocks : Wind River going up, up, up!
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To: Michael Greene who wrote (2379)11/11/1997 12:24:00 AM
From: Jason Cogan  Read Replies (2) of 10309
 
Michael:

Great post detailing the results of the AEA conference. I'm sure I speak for everyone on the thread when I express my appreciation for such a detailed account. Just a few questions.

1. Like Richard, I am a bit confused by your Oracle comments. I understood that WIND's operating system was not currently in use by NCI, but that it would be a piece of successive generations. Can you elaborate a bit more on Ron's comments?

2. Regarding Automotive, what (if any) is the royalty agreement from the current GM diesel engine deal? Also, how does Siemens currently pay WIND for their 16 bit chips that are shipped to the automotive industry?

3. Regarding Qualcomm, Allen Benn has indicated in the past that synergy with the relay station equipment should give WIND a leg up when it comes to RTOS on the handset. Could you elaborate a bit more on Ron's comments regarding Qualcomm?

4. What is WIND's current share of 32 bit embedded market? Are there any indications that the transition from roll your own to commercial RTOS is occurring faster in this market than in the more mature ones?

5. Did you get any indication regarding Darryl's question concerning the DEC semi takeover by INTEL? Will INTEL now migrate much of their i2o plans to StrongARM, and if so, will they carry the same royalty schedule?

Thanks again for your report. Next time, I'll have to join you.

Ciao,

Jason Cogan
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