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

To: Snowshoe who wrote (6443)	10/7/1999 2:51:00 PM
From: bythepark	Respond to of 10309

Greg - Here's a WIND licensee's take on the just completed Embedded Conference. It is very nice to see that Jerry Fiddler knows who his customers are :) > Last week Patriot Scientific exhibited at the Embedded Systems Conference > in San Jose, CA. This high quality, information rich technical conference > focused on providing practical training for embedded systems engineers. The > exhibition floor featured hundreds of new products from leading vendors > providing product solutions for the multitude of designs being initiated > worldwide. Here is an excerpt from Phil Morettini's (Patriot's VP of Sales > and Marketing) conference recap. > > EMBEDDED SYSTEMS CONFERENCE RECAP > > Patriot exhibited at the Embedded Systems Conference in San Jose last week, > our third consecutive year at the show. George Shaw and I worked all three > days of the show, with Martin McClurg also assisting on the third day of > the show. > > Java had a major but not overwhelming presence on the show floor. It had a > place in many booths, but not being hyped as "taking over the world > tomorrow". Java technology in the embedded world is now "getting down to > business";it is being evaluated on it's merits rather than momentum, and it > is being deployed where in makes sense. My take it that it is becoming a > substantial and growing niche in the embedded market. > > There was no startling major announcements that we saw at the show. I did > sit through a presentation at the Sun booth on J2ME, and I feel comfortable > now how they are segmenting Java for the embedded market, the timelines for > the various J2ME releases, memory models, the role of the JVM and KVM going > forward, etc. Robert Tennant, the former President of Bedouin(acquired by > Sun, Espial's archrival) gave the presentation. Robert visited us several > months ago while working in another capacity for Sun. > > Mike Barr, an editor for Embedded Systems Programming Magazine, gave a > special and positive mention of the PSC1000 in a conference session he > conducted at on Embedded Java Systems design, which drove quite a few > attendees to our booth. > > We had many prospects come by who either currently have evaluation kits or > have placed an order for a kit and wanted to find out what was new. We had > a number of Wind River and Sun employees visit us, notably Jerry Fiddler, > founder and CEO of Wind River. Mr. Fiddler is one of the pioneers of the > embedded business, and actually knew who we were and that we were a VxWorks > licensee without me telling him. > > We had a simple demo set up which demonstrated for the first time publicly > Patriot hardware running the VxWorks personalJava combination. This is a > breakthrough in terms of stability, and I believe bodes well for our > commercial prospects going forward. > > Although the Embedded Systems show was not spectacular for us, I am at the > most optimistic point since I have been here. The market for embedded Java > is becoming real, and we appear to still have the opportunity to be the > market-leading Java processor in our target segments. We have continued to > receive solid, significant interest from both potential customers and > press. We have pre-sold roughly 20 Premium Evaluation kit, almost without > trying. This has happened with practically no expenditures on marketing or > sales programs, and without a truly market-ready solution to demonstrate to > prospects. This is extremely important. Because of this, I anticipate a > robust level of customer activity will begin once our solution is > finalized, and our funding allows for aggressive promotion of the PSC1000.