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: J. Kerner who wrote (3001)	4/7/1998 8:56:00 AM
From: Allen Benn	Read Replies (2) of 10309

The Inevitability of I2O. A constant theme on this thread is the notion that most benefits of I2O will accrue to its collateral uses than from its ability to turbo-charge servers. Additional evidence for this theme can be found in the following news item regarding I2O as being readied to "enable compatibility among hardware and software security services". investor.msn.com Why are these collateral uses of I2O so important? Because they dictate the inevitably of I2O becoming a requirement of all devices that connect to the Internet. Not just servers and RAID and SCSI subsystems mainly for speed; not just for server backup devices for purposes of non-invasive backups; not just for clustering servers; but all devices. This security feature alone could have the effect of driving all networked PCs and NCs, all servers, all routers, hubs and virtually all Embedded Internet Devices toward I2O, irrespective of speed per se. Once the security feature becomes attractive, beginning with corporations needing to improve security of private networks operating within the public Internet, the numbers of I2O instances can grow much faster than the growth of new PCs and servers. The reason is that the installed base of existing devices, in particular PCs, can be made compatible merely by upgrading to a NIC with I2O on-board. The two dominate NIC suppliers are 3COM and Intel, both of whom would like to provide a reason to corporations for having to upgrade their networks and especially NICs. The standard NIC is too cheap to make anybody any money, so the time is ripe for a new line of intelligent NICs adding increased functionality along with higher, adaptable, speeds. I2O is going well. Allen

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