Here are some highlights from today's conference call, as I heard
them. I have left out the summary of the revenue numbers, etc.,
since Allen mentioned many of them in his recent post. I could
have certainly left out something that someone else might have
considered significant.
o now 18,000 Tornado users (DL: I think this is double the number
of seats a year ago);
o head count is now 410 vs 308 at the end of last year;
o 15 new I2O products were introduced by various companies at
Interop; 25 new I2O products were introduced at Fall Comdex;
o I2O will provide about $2M this year, mostly from tools;
o Q1 of next year should mark the beginning of I2O run-time $$;
o Intel estimates 10M units in first 24 months - the clock starts
now;
o the first 2 buildings will provide 150,000 sq. ft. of space
and will be available Q3 of next year - this is double their
current leased space;
o the new space will add about $1M/year in expenses, offset
by new revenues, of course;
o will grow through $100M next year, no problem;
o will not be affected by current problems in Asia, since it is
currently a very small part of overall revenue, although it is
growing very fast;
o $1-2M next year from DSP;
o DSP market is where embedded processor market was 10 years ago;
o 17 CPUs supported now, with 6-7 new ones in progress;
o no price pressure from ISI pRISM+, and head-to-head design wins
remain significantly in WINDs favor;
o WinCE is not an issue because: 1) it is not "hard" real-time -
it has "latency in the milliseconds", 2) needs 2-3Mbytes of RAM,
3) WIND provides top-quality field service to support the
product, and 4) WINDs royalty structure is MUCH lower;
o they are getting very good feedback from customers on the
quality of WINDs support;
o WIND feels that providing the engineering expertise that a
customer needs (professional services) is an integral part
of their "time-to-market" product focus; and
o HP JetSend is a big deal - it will encompass both low-end and
high-end devices (DL: this is HP writing the standards for EID
communications).
That's all I have. Hope this helps!
-Dave Lehenky |
