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

To: Peter Church who wrote (7248)	2/15/2000 4:34:00 AM
From: Snowshoe	Respond to of 10309

Cerent used TMS for the SONET box mentioned in the Gilder article... From WIND's FY200 2nd-Quarter earnings report: corporate-ir.net Tornado for Managed Switches (TMS), version 1, was shipped to 14 customers in June. Cerent Corporation has already begun shipping a beta version of its Cerent 454 evolutionary optical transport platform during the quarter. This application demonstrates TMS's immediate viability in the market, and applicability for innovative service provider networking equipment as well as traditional enterprise networking gear. From the Gilder article: forbes.com However, the Cerent 454 (now known as Cisco ONS 15454), the company's sole product, is a SONET box. Admittedly it is the most stupendously efficient, versatile, diminutive, and altogether wonderful SONET box ever, at half the price of last year's boxes. Bit rates can also be swiftly and cheaply upgraded. And it incorporates post-SONET capabilities. Not surprisingly, the 454 was highly successful at attracting customers; more than 100 signed up in less than nine months, for a projected annualized run rate of $100 million before its first birthday. Among the eager buyers were Williams Communications, Frontier Technologies, Qwest Communications, and Nextlink.

To: Peter Church who wrote (7248)	2/16/2000 3:55:00 AM
From: Neil H	Read Replies (1) \| Respond to of 10309

Wednesday February 16, 3:04 am Eastern Time Company Press Release Wind River and Infineon Provide Developers with Innovative Hardware/Software Solution for Embedded Systems-on-a-Chip Tornado Development Environment Now Available for TriCore Unified Processor Architecture from Infineon NUREMBERG, Germany--(BUSINESS WIRE)--Feb. 16, 2000-- Wind River Systems, Inc. (Nasdaq:WIND - news) and Infineon Technologies today announced that Wind River has completed the port of its Tornado(TM) development environment to the TriCore(TM) 32-bit RISC-based unified microprocessor/DSP architecture from Infineon Technologies. The combination of Wind River's industry-leading embedded software development solution with Infineon Technologies' innovative single instruction set RISC/DSP architecture greatly strengthens the position of the TriCore architecture as a serious alternative for embedded computer peripherals, telecommunications, data communications, consumer electronics and automotive applications. The 32-bit RISC architecture of TriCore joins Infineon's 8- and 16-bit microprocessor/microcontroller product lines to provide an innovative platform for next-generation embedded systems-on-a-chip designs. By abolishing the barriers between traditional data processing and digital signal processing, the TriCore architecture simplifies the work and extends the capabilities of engineers who wish to design applications equally adept at processing digital and analog information. This capability provides a powerful set of system solutions aimed at the design of end products that interpret, process, communicate and add value to analogue sight, sound and tactile inputs and outputs. Target application areas for the TriCore/Tornado solution include automotive powertrain management, networking (data communication, WAN/LAN interfaces), wireless telephone, global positioning system (GPS)-based navigation, and medical imaging. ``The Tornado port marks an important milestone in the evolution of the TriCore architecture from an innovative technology to a complete solution for real-world embedded product development and deployment. Furthermore, by bringing the Tornado environment's VxWorks© real-time operating system into the TriCore picture, developers can build TriCore applications that deliver maximum performance and reliability,' commented Tony Webster, Infineon's senior vice president and general manager, Cores & Modules. ``In today's highly competitive atmosphere, any extra time spent in the development process, including selecting the appropriate hardware/software combination, means a longer time-to-market. Wind River is committed to making this selection process easier by supporting the widest range of processors possible,' added Curt Schacker, vice president of marketing and corporate development for Wind River. ``The TriCore architecture -- by combining microprocessor and DSP functions in a single instruction set -- is one of the most technically interesting processor designs we've worked with. We have ensured that our port is fully optimized to take advantage of these hardware features, opening up many new avenues for our mutual customers to develop next-generation embedded products.' TriCore Unified Processor Architecture -- Technical Features The TriCore Unified Processor architecture implements a unified instruction set containing commands for both microcontroller operations and DSP tasks executed by a single processing engine. A hardware-supported task-switching mechanism enables seamless interrupt handling and is critical to enabling TriCore's real-time performance. This approach eliminates the bottlenecks that are typical in architectures with separate DSP and control logic cores interconnected on a single die. It also eliminates the need for designers to allocate the available processing resources to either DSP or control tasks. This traditional allocation of resources results in a fixed hardware partitioning that may be sub-optimal, often leaving relatively large portions of the processing power idle at any given time. With TriCore, the computing resources devoted to any single task are variable, providing unprecedented flexibility and software-based functionality. The virtual multitasking capability and superb interrupt response make the architecture an excellent vehicle for deeply embedded applications.

To: Peter Church who wrote (7248)	2/21/2000 12:15:00 AM
From: bythepark	Read Replies (1) \| Respond to of 10309

Peter, Thanks as always for your work on the WIND Index. Did you notice that the former H&Q analyst Matt Belkin has posted "A few (WIND) thoughts..." on Yahoo ? --alan messages.yahoo.com > 3) Why will the next 3 weeks be huge? First, we have cleared a key milestone > with the closing of the ISI acquisition. As noted above, we can expect to see > significantly more PR relating to much of the progress Wind has made over the > past 2 months. Secondly, one word -- ESE. Finally, January 4Q earnings ? while > the results should be solid in and of themselves, this event will also provide > a forum for any revenue estimate revisions (i.e. upward) and or post-ISI model > updates that need to be made.