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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: bythepark who wrote (6206)	8/27/1999 4:47:00 AM
From: James Connolly	Read Replies (1) \| Respond to of 10309

Alan, The real question is does Intel's IXP involve TMS ? If it does, then you could say that TMS is becoming the "Windows" of the network world. We shall have to wait and see. Regards JC.

To: bythepark who wrote (6206)	8/27/1999 10:44:00 AM
From: Mark Brophy	Read Replies (1) \| Respond to of 10309

I'm not an Intel expert. Intel has been extraordinarily successful the last couple of years largely due to their manufacturing technology, of which I know nothing. I expected them to do poorly because desktop PCs have become a commodity, but they've proved that manufacturing is more important. Much of Wind River's success the last few years is due to the increasing complexity of programming a microprocessor, especially newer 32-bit products. Since the company mission is to make programmers more productive, any future complex technology introduced increases opportunities. There aren't going to be as many roll-your-own designs if the cost is too high. The product description you quoted essentially means that Intel is trying to sell a new way of programming for network processors, similar to Merced's impact on the PC world and TI's multiprocessing engine for DSPs. Each of these initiatives requires a major change in the programming habits of their customers. The impact will be major if it's successful, but it will be much harder for Intel to set standards in an area where they can't leverage the longstanding industry dependence on the x86 architecture.