>>The bottom line is there is leadership in terms of marketing hype and there's
leadership in terms of actual product use.
As an undeclared PR agent of INTS, this statement is inappropriate. Please retract it, or explain it better.
Everything else you said seems appropriate and possibly very important to investors in the
Embedded Systems space.
I made my statement about WIND definitely gaining market share based on a number of subtle observations starting in1993 when I first stumbled on the Embedded Systems space, but mainly from a direct result of examining three quarterly statements in a row from WIND, INTS and MWAR. If I have misinterpreted the facts, I want to know about it. As much as I may find myself attracted to one of these companies more than others, the fact is I am betting real money on the outcome, and I owe it to myself and my family to get it right. My purpose is not to hype any of these companies, because it will only increase volatility for my long-term investments. I am only trying learn and interpret correctly what is happening in this space.
If I have misinterpreted INTS market dynamics, I would suggest it is mainly because the company is not a pure Embedded Systems play, and as I have said repeatedly, that confuses me. As the company's PR agent, I encourage you to direct them to separate out their Embedded Systems operations in their financial reports. While they are at it, they should separate out FlexOS from pSOS, and run-time license fees from product license sales. In other words, the burden is on the company to properly represent itself in its financial reports. (By the way, I have repeatedly suggested that all the RTOS vendors report run-time license fees separately. Just the other day, in a feedback conversation with an MWAR's representative, I strongly encouraged this separation so investors would be able to properly appreciate expected changes in their future license revenues.)
I thought Jerry Fiddler brought interesting survey information to the table, that contrasts with the information you indicated earlier, albeit both may be entirely correct due to sampling errors and other factors. Consequently, when I return from NY next week, I will begin searching for direct survey results to analyze and post. Please email me detail on your survey or any others that you have in your possession as an agent of INTS.
Allen |
