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Technology Stocks : Wind River going up, up, up!
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To: w2j2 who wrote (3724)11/21/1998 10:15:00 AM
From: James Connolly  Read Replies (3) of 10309
 
Some CC notes.

I2O
---
1. Expecting next year to be solid for I2O.
2. Intel taking lead again in the I2O SIG.
3. I2O is a good fit for Intel's NGIO, IxWorks was used in the prototype.

Embedded Conference
-------------------
1. Demonstrated Tornado II
2. 25 other WIND partners had Tornado II on show.
3. WIND was established as the leader in the embedded market, others companies recognize this.
4. Not much activity in the MS booth. Numerous announcements but not delivering a good product.

Others
------
1. Expecting some set-top box design wins.
2. Good feedback form customers in the graphics portfolio. Customers are happy that WIND picked up on the graphics/GUI trend.
3. Some slow down in services due to slow down in Architecture ports (semi equip slowdown).
4. Run time licenses up due to past design wins now starting to ship product (bear fruit)

Not mentioned
-------------
1. Autos
2. Cisco announcement.

Regards
JC.
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