Dueling surveys!
Well, I usually avoid posting to this group (though I do enjoy watching it) but if our competitor's PR folks are posting to a WIND discussion group (Mr. Schuster works for Ranier, ISI's PR firm) perhaps just a word is in order.
There are lots of surveys. I'm looking at one now that tells a different story. It comes from EE Times, dated 9/96, and it has 930 responses (a 23.4% response rate). I won't get into it exhaustively, but it shows, for each vendor, how many respondents are previous users, current users and plan to use within one year. The leader by far is still "in-house proprietary" with 251 prior users, 218 current and 165 plan to use. Wind River's VxWorks follows with 86 prior, 65 current and 75 planners. Next is pSOS with 97 prior, 61 current and 63 planners. Many other vendors follow, most within the noise level. Interestingly, of the many vendors, only Wind River shows substantial expected growth (65->75), and only pSOS and QNX (a much smaller private company) show even modest growth (pSOS 61->63, QNX 15->18). Most importantly, perhaps, "in-house proprietary" is shrinking quickly.
Of course, the units here are "users", or more accurately "repondents". Not necessarily end-user volume, dollar volume, or even design-wins. So the survey, like the previously quoted survey, is interesting but far from definitive. At least it's a bigger sample.
Lies, damned lies and statistics. I'll see your survey and raise you a market study.
Let me stress. THESE ARE EE TIMES FIGURES, NOT OURS. I'M NOT PREDICTING ANYTHING. I'M JUST CONVEYING RESULTS OF AN INDEPENDENT SURVEY. OK?
The financials don't lie. Look at the growth and profitability numbers.
jerry |
