I respect your knowledge, but I think you are way off base. I am not talking about the networked home or smart toasters. I am talking about embedded RTOS in medical devices, telecommunication switches, auto-navigation and other such applications. Wind River has dominated the market for these embedded applications in the internet world. The market and demand for this type of solution is growing (ask Sun about this and their current desires or what the second largest R&D effort is over at MSFT).
The point here is that CCUR would likely have to pour a lot more money into R&D, marketing and new talent to take the PowerMAX OS to the next level in the embedded space. Are you aware that they sell the software only in many cases for a Motorola single board (which is where the real time market is eventually heading, i.e., software bases)? If you don't know Wind River, their products, market share and compeititors, than I don't think you can comment strongly about the market that I am speaking too. Just my opinion.
In the end, RT will be sold or somehow spun off from the VOD division, both geographicaly and financialy. For the moment, it is the base of the business and it isn't suffering a slow death as some have described. It is the servicing revenue that is decreasing and will continue to decrease in the future. The increase in high margin software sales, the addition of several new commercial customers, the emergence of a romable OS and the ressurection of military business insure that Real Time is viable and will be profitable going forward. |
