SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: voop who wrote (20570)3/18/2000 3:37:00 PM
From: hueyone  Respond to of 54805
 
Hello Voop,

<< Again, I would be happy to stay mute on design wins but shout from the mountain tops to announce bowling pins and to help the shareholder by tying together the bowling pins to show the pervasiveness that John Huber spoke about.>>

Instead of saying WIND customers are not to keen on promoting their use of WIND to the public, I should have said "Those companies which are enabled by WIND's enabling technology are not interested in letting their competitors know that WIND technology has so enabled them!!"

In many cases this request for confidentiality occurs both at the design level and continues even when the final product reaches the markeptlace. Since WIND provides tools to build in house RTOS and custom solutions as well as standard solutions, I would expect ascertaining WIND's involvement in a particular product is not an easy task for a competitor--- even when the product is available on the market, but I will defer this point to the many more technically savvy members of this thread.

<<so does the contract prevent a company like WIND from competing for designs for Intel (e.g.)competitors?>>

Since WIND's company goal is to become the world wide ubiquitous RTOS for smart devices, I can't imagine WIND would ever sign a contract restricting WIND's ability to sell solutions to a competitor company. No customer of WIND's accounted for over 5% of WIND's revenues last year, and this would seem to indicate that no one customer has the strength to force WIND in to this type of exclusive arrangement.

Cheers, Huey



To: voop who wrote (20570)3/20/2000 11:56:00 AM
From: James Sinclair  Read Replies (2) | Respond to of 54805
 
Re: Why no announcement when a company chooses WIND for their RTOS.

Choice of operating system makes a difference when you're selling personal computers because the user of that computer is quite likely going to be buying additional software for that computer that must be compatible. Choice of operating system for an embedded computer makes little VISIBLE difference to the consumer because he never makes future decisions based on it. Do you know what OS is running on the chips in your car? In you cable box? The only people that care are investors like us.