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


To: unclewest who wrote (8800)11/18/2000 10:33:50 AM
From: James Connolly  Respond to of 10309
 
Unclewest,

Excellent link, looks like around 25 million sets are sold per year.

Here's some other stuff on DTV from the Javaone conference.
It looks like WIND's Digital TV strategy also ties in with it's recent Java moves.
wrs.com

While you could go so far as to watch TV in the back of this plush car, most folks plan to watch from their living rooms. To that effect, it was interesting to see players such as OpenTV and Canal+ at the show displaying their interactive TV wares. In the past, there typically have been technology providers in the world of digital TV who have implemented proprietary client/server architectures based on multimedia content (i.e. video and audio streams) delivery. These include client stacks that reside in the digital set-top box or digital TV, as well as server-side software to connect to these devices. The leading technology providers of this proprietary software include Liberate and OpenTV. One show attendee commented, "There's nothing open about OpenTV".

However, both the set-top box OEMs and the actual service providers (companies such as telcos, cable companies, and sattelite providers) are pushing back on the proprietary architectures of companies such as these three, to espouse open standards for Digital TV content delivery. To that effect, standards such as:

Europe's Multimedia Home Platform (MHP) standard as driven by the Digital Video Broadcast (DVB) forum, as well as the U.S.'s Digital Application Software Environment (DASE) as driven by the Advanced Television Standards Committee (ATSC)have adopted PersonalJava as the basis of their specific software classes. In this manner, the content to be deployed to these devices can be built using standard desktop Java tools, and deployed to any set-top box adhering to these open standards. A similar standard, Integrated Services Digital Broadcast (ISDB), is also underway in Japan.

The very first ratified standard is the MHP specification from the DVB. It defines a PersonalJava-based specification that consists of a variety of MHP-based classes. MHP builds upon Sun's efforts on the JavaTV API, so it's a superset of the functionality in that specification. That's why it was no surprise to see a Wind River pSOS+ -powered set-top box from Philips running a complete-but-early implementation of the MHP classes -- and more was to be found in Sun’s JavaTV booth. Watching the performance of the system surely made a believer out of anyone who thinks Java is too big or too slow for a production digital consumer system.

A variety of other Digital TV systems could be found at the show, including one based on IBM’s PowerPC 405-based STB13010 integrated set-top chipset (which was also running Wind River’s pSOS+ RTOS in its reference implementation). This chipset included all of the technology needed to build a complete satellite or cable set-top box, including MPEG-2 video decoding, Dolby Digital (AC-3) audio decoding, error checking on the multimedia stream, and forward error correction once an error has been found. It's really amazing to consider how much software and hardware technology runs in that innocent little digital set-top box that sits on top of your television!
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Regards
JC.



To: unclewest who wrote (8800)11/18/2000 6:11:17 PM
From: Jack Hartmann  Read Replies (4) | Respond to of 10309
 
Nice report on consumer electronics. DVD seems to be the hot products. I was thinking most of the WIND revenues comes from set top boxes and DVD is a minor source of income.

I'm just starting to get around and research this company.

Saw this old comment: Revenue model is an upfront license fee, typically $50,000 with a royalty for each unit eventually sold. The 10Q doesn't discuss this anymore.

reading the WIND 10Q

"We also compete with other independent software vendors, including
- - Accelerated Technology, Inc.
- - ENEA Data Systems
- - Mentor Graphics, Inc.
- - Microsoft Corporation
- - Microware Systems Corporation
- - Motorola, Inc.
- - QNX Software Systems, Ltd.
- - Sun Microsystems, Inc.; and
- - Symbian Inc.

Recently, a number of companies, including RedHat, Inc. and Lynx Real-Time Systems, Inc. have promoted Linux, an open source licensing model, as an operating system for use in embedded applications. The open source licensing model provides readily available source code and a royalty-free operating system. Because Linux is royalty free, Wind River may be forced to reduce the prices of run time royalties, which could result in reduced profit margins."

I haven't been able to find a comparision for market share in this sector. Tough to say if WIND is #5 or #1. I saw a #2 ranking with 22% a year ago in briefing.com. Didn't say who number one was.

The 10Q mentions MOT competition which is odd because on 11/13 Motorola teamed with Wind River to integrate Motorola's MCT5100 M-DTV module and Wind River's VxWorks(R) real-time operating system (RTOS). The solution allows OEMs to develop digital TV products and set top box products.

All these design wins in the summer seem to be interesting and the many partnerships with ERICY, MOT, INTC. My experience with the embedded market was in NSIL. Good until they hit some problems. After NSIL, I have been cautious of proclaimation touting the future potential of the embedded market.

I see an old AMAT pedigree is on the CEO resume. The old one resigned in 1999.

This company has seen some turbulence in the last two years. Now to start reading the older posts.

Jack