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

To: MONACO who wrote (6461)	10/11/1999 5:35:00 PM
From: James Connolly	Respond to of 10309

Boca Research Adds High-Speed ADSL Broadband Option to Set-Top Box Reference Design biz.yahoo.com Perhaps this had something to do with it. Liberate is up almost $5 today and as we know Liberate software runs on VxWorks. I am sure the Cisco story helps too. Regards JC. BOCA RATON, Fla.--(BUSINESS WIRE)--Oct. 11, 1999-- Boca Research, Inc.© (Nasdaq:BOCI - news) today announced the addition of a high-speed asymmetric digital subscriber line (ADSL) broadband option for their ST2001 set-top box reference design. Boca Research is the first to offer ADSL technology in a set-top box. An ST2001 set-top box with an ADSL option, based on a Texas Instruments (NYSE:TXN - news) programmable digital signal processor (DSP)-based ADSL chipset, will be showcased in Texas Instruments' Booth No. 7042/Hall 7 at WORLD TELECOM 99 in Geneva, Switzerland this week. ADSL technology represents more than a new technology. It is a revolutionary new approach to remote access communications that uses existing infrastructure to deliver incredible new bandwidth and applications. Internet access with ADSL technology is up to 100 times faster than today's 56K analog modem technology, while still allowing use of a phone or fax machine on the same line. Boca Research's ADSL technology is based on a flexible and powerful Texas Instruments' (TI) TNETD3000 chipset/software solution, which supports both G.lite and full-rate ADSL standard ITU protocols. It utilizes splitterless full-rate technology, thus eliminating the need to install an external splitter device on the phone line. The chipset uses a fully programmable DSP which means upgrading is easy; future software changes can be downloaded via the Internet. TI ADSL chipsets address both ends of the Internet access local loop which assures compatibility with the central office (CO) and as a result, proven overall interoperability. ADSL broadband access will be included in the ST2001 set-top box reference design that is being licensed from Boca Research by Philips to be used as part of AOL TV(SM) (as announced by America Online, Inc. (NYSE:AOL - news) in May 1999). The ST2001 design also features National Semiconductor© Corporation's (NYSE:NSM - news) high-speed Geode(TM) GXm processor and TV Navigator(TM) software from Liberate Technologies (Nasdaq:LBRT - news). ``We are delighted that Boca Research, a leader in set-top box technology, has selected TI's ADSL chipset for its ST2001 set-top box,' said Marc Cetto, director of marketing for TI's Broadband Access Group. ``We have been working closely with Boca Research to develop and market this new ADSL solution. As a leader in providing programmable DSP-based ADSL chipset technology, TI is committed to allowing its customers to come to a single supplier for complete, field-proven solutions that answer the market's demand for increased bandwidth.' Alex S. Oprescu, Boca Research's senior vice president and general manager of Worldwide Business Development, commented ``We are pleased to be working with TI, the world leader in DSPs, to extend the usability of ADSL technology. We're excited about jointly showing this new solution to communications industry leaders from across the world at this week's TELECOM 99 exhibition.' In addition to the availability of ADSL technology in set-top box reference design, Boca Research also plans to make available an internal ADSL PCI modem for testing and evaluation. Interested ISPs (Internet service providers), telcos, and systems integrators can contact Anthony DeVito, Boca Research Product Manager, via e-mail at anthonyd@bocaresearch.com.

To: MONACO who wrote (6461)	10/11/1999 9:17:00 PM
From: contax	Read Replies (4) \| Respond to of 10309

>>COULD WIND BE ON CSCOS' SHOPPING LIST??? REASON FOR 1 PT MOVE IN STOCK??<< Hello Monaco, I truly hope WINd is NOT on Cisco's, or for that matter, on anyone else's acquisition radar! I firmly believe that in the not too distant a future, WINd has the potential of becoming a "Gorilla." A status that can command an astronomical market valuation. (Share holders of a recent "Gorilla," Qualcomm can happily attest to the sudden wealth that was created, and is still being created, when Mr. Market conferred this most sought after title on their company.) And the ownership of such a primate is the Holy Grail of all investors. As an investor in WINd, I hope one day to see this company's name uttered by investors with the same reverence as the names of other well known gorillas like Microsoft, Cisco, Intel and of course Qualcomm. A buyout of WINd by another Gorilla will negate that potential. Sure WINd share holders would receive a sudden windfall if it was bought out. But they wuld miss out on the real WINdfall if it was left alone to one day become a "Gorilla." A couple of years back I had brought up the possibility of a buyout of WINd by another company on this thread and had asked Allen Benn if WINd's management would or could thwart a takeover bid. The following link is his take on the subject: Message 1563290 When I consider what The Register, a publication whose very existence is based upon being the bearer of bad news, recently had to say about WINd, then I believe that it's chances of becoming a "Gorilla" are quite good: posted 01/09/99 5:00pm by Mike Magee in Palm Springs Intel acquires another firm as IXA mycelium spreads Intel announced this morning it has brought another networking company, Netboost, as part of its move to become a leader in the networking market. At the same time, Intel will roll out its IXA architecture and proudly announce its network chip, the IXP 1200. These details were leaked out by two US publications at the end of last week, and Chipzilla is furious about this. Netboost specialises in infrastructure including VPNs (virtual private networks) and RMON. And watch out for WindRiver's share price today. As we reported earlier, its real time operating system is getting to be pervasive. It's not only at the heart of System IO, formerly known as Future IO and NGIO, but it's also to be found in the new marchitecture that corporate vice president Mark Christensen is currently outlining. The Intel Internet Exchange Architecture (IXA) offers five levels of components in both Lans and Wans, Christensen told us yesterday. It, and the sexily named IXP 1200 which will cost around $200, will appear in products for small to medium sized businesses up to terabit routers. Customers are giants like Cisco, Nortel and Lucent, and if Intel is successful in selling to these type of customers, IXA will spread across the global network in a similar way to how fungal mycelium gets everywhere. Its IXA architecture will even reach into the carrier clouds, said Miner. Intel will licence the IXA spex to all and sundry, but will keep the intellectual property rights of the component based architecture, he said. Christensen said that the sexily named IXP 1200 will replace the more expensive custom ASICs normally used in network equipment. Intel will put up $200 million in the form of an investment fund for startups who want to jump onto the IXA bandwagon. Each of the "building blocks" which are part of the IXA has different competitors, he said. The control engine of the sexily named IXP 1200 has a StrongARM core, while it includes support for the PCI bus and also has a new IX bus, which allows multiple devices to be used in parallel. The business will be worth hundreds of millions of dollars, he predicted. But we can't help thinking that if IXA takes off, the building blocks will be a bit like fungal mycelium, and will pervade every part of the Internet rapidly, giving Intel unprecedented control of the worldwide network. Mycelium is the underlying infrastructure of what crop up as toadstools and mushrooms. © theregister.co.uk Thanx to James Connolly for pointing out the above article. And then when I saw Jerry Fiddler's recent quote in the San Jose Mercury News, I become even more convinced that Allen Benn's vision of WINd's future, which he has so ably articulated over the past few years on this thread, is beginning to look less misty with the passing of every day and the release of each new press release from WINd River Systems. I believe we will soon see WINd reach gale force strength and then hopefully it will be classified a bonafide "Tornado." A Tornado that I will not for a second mind being in the eye of! A little prediction: WINd's share price will see a new all time high before the end of the year. Regards, Karim P.S., For those not familiar with the "Gorilla" and the "Tornado" concept(s) in investing, I recommend them to check out the "Gorilla and King Portfolio candidates" thread here on SI. P.P.S., Thanx, Greg. :)