Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: James Connolly who wrote (7725)	5/3/2000 9:23:00 PM
From: David Evans	Respond to of 10309

This article is actually about another stock of mine, netsilicon (NSIL) good general info about embedded IP networking. Makes good mention of the 2 OS's they use, wind & ISI of course. Between NSIL & ELON, wind's got good coverage in that area. itradionetwork.com Dave

To: James Connolly who wrote (7725)	5/3/2000 10:55:00 PM
From: Allen Benn	Read Replies (1) \| Respond to of 10309

Is it possible that running applications on a network server would be too expensive for the end user ? Actually, much of what I do everyday on a computer is housed and processed on a server. Almost anything related to stocks, for example, is server-based. Intuit is offering most of the desktop products, Quicken, TurboTax, etc. in server form. Check out LiveManuals.com for the new way to keep track of manuals on all the consumer products you own. In every case, either costs are zero to the consumer or else they are very low and getting lower over time. I would guess that all successful software products companies save Microsoft are planning ways to provide their products in so-called "service" form. That is, through an Application Service Provider (ASP) through a hosting capability over the web. Intel is investing heavily to be a direct player in this space, as well as provide silicon-based products to other, emerging ASPs. Even music is now being sold as a service, replacing tapes and CDs. The attractiveness to investors of Liberate?s enhanced TV business model is because it is based on services. In fact, the word "service" no longer means professional service, but the new genre of products delivered as a service. As blunt as I can be, the desktop metaphor is an anachronism. It is anti-consumer due to its high setup cost and impossible and expensive maintenance requirements. It is technically inadequate because of its inherent lack of portability in a mobile, connected world. This has really important consequences for next generation computing. It suggests that WIND will be able to compete in applications heretofore restricted to so-called general-purpose operating systems, like the ideal QCOM cell phone. Not only that, but the features needed to properly enable thin clients include a host of things generally missing from Microsoft OSs, like domain protection, high-availability, real-time, and true scalability. Allen

To: James Connolly who wrote (7725)	5/4/2000 1:23:00 AM
From: Allen Benn	Respond to of 10309

It was mentioned at the 8K CC that Cisco might at some point in the future use a version of Tornado for IOS. If I understand this correctly it would mean that at least Cisco would have uniformity across it's development environments but not it's OSs. Would this solve Cisco's conundrum or would it just be a band-aid to get them by. The problem for Cisco is that VxWorks is just the lowest level of IP Cisco would need to migrate over. The trends are toward vastly more software complexity, in the form of layers of third party IP as well as additional vertical add-ons provided by WIND, such as TMS or RouterWare or Epilogue protocols and capabilities. Cisco has equivalent IP to match most of this and then some, but its different and its complex. This suggests that migrating acquired software to Cisco in-house software will continue to be impractical, even with Tornado on IOS. On the other hand, if all the verticals are brought along as well, then the migration would be easier but defeating. If everything but the OS is supplied by WIND and 3rd parties, why would Cisco bother supplying the lowest-value component in the value chain, the OS? In that case, why port over anything? Probably the main benefit to Cisco of embracing WIND's tools is to obviate the necessity of migrating core products to Tornado and integrated verticals, breathing life into IOS. Because Cisco and WIND are working so closely together on the edge and perhaps elsewhere, the most likely outcome is a merging of the IP under the Tornado umbrella. Its actually pretty simple if you think about it. Cisco must get its IP to the edge, if only to keep pressure on enterprise and ISPs to continue using Cisco network equipment to be compatible. If WIND is the mechanism to get to the edge, then Cisco must enable its IP to be used with Tornado and other verticals, like TMS. Intel's announcement that its new DSL modem was jointly developed with Cisco provides confirmation that Cisco is more concerned about getting its IP to the edge than being the direct provider of edge equipment. Allen