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

To: bythepark who wrote (7924)	6/7/2000 1:57:00 AM
From: umbro	Read Replies (1) \| Respond to of 10309

Thanks, Alan. Like I said, EST primarily designed/manufactured ICE's for the PPC line: This enables us to design and build tools concurrently with Motorola's microprocessor development cycle and make these tools available to embedded systems developers at the same time that Motorola delivers the new microprocessor. [...] We presently compete primarily against Applied Microsystems, Agilent Technologies and Lauterbach GmbH [emphasis added] Do you have a URL for that prospectus? - thanks

To: bythepark who wrote (7924)	6/7/2000 2:17:00 AM
From: umbro	Respond to of 10309

Regarding growth rates: (from EST's SEC filing) According to industry and market research firms, at least 55% of the more than 265 million microprocessors produced by the semiconductor industry in 1998 were used in embedded systems, while the remainder were used in general purpose computers such as PCs. We participate in the market for the higher-end 32-bit and greater embedded microprocessors, which is forecast to grow at a rate of 21%, from 106 million units in 1998 to 228 million units in 2002. Motorola is the largest supplier of embedded microprocessors, with a market share of 35% in 1997, the latest year for which data is available. The market for embedded software development tools is part of the overall embedded operating systems and development tools market, which was approximately $550 million in 1998 and is forecast to grow 14% annually through 2003. First, I was surprised that only 55% of all micros go in embedded designs. I thought it would be higher on a unit basis. Further, taking their numbers as given, the embedded tools market (including emulators, OS's) would be 814M by year-end 2000, at 14% growth. With WRS at roughly 250M in sales (combined co.), that gives them 30% of the overall market, which may be about right, though the 814M figure sounds lower than I'd have thought. The good news is that WRS's top-line is growing at +30%, which is about 1.5x the growth rate mentioned for 32-bit cpu's given above, which indicates that WRS is increasing market share. Of course, it is possible that design wins are growing faster than the underlying number of shipped units, and it is also possible that the growth given above are lower than actual.