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

To: James Connolly who wrote (8959)	12/26/2000 11:14:24 AM
From: James Connolly	Read Replies (1) \| Respond to of 10309

Re: What do others think of the 50% number ? What will drive it to 50% I know I'm answering my own question here, but here are a few thoughts on what might drive WIND's share of the Intel XScale business. 1. WIND and Intel have an XScale Centre of Excellence. I'm not sure if the XScale CoE work is exclusively IOP's and NP's. I'm assuming there's some carry over into the wireless space. Also, EST (WIND acquisition) seems to be playing it's part in getting early XScale designs up and running. Wind River, Intel Expand Relationship to Create New Center of Excellence for I/O and Network Processors Based on Intel XScale and StrongARM Microarchitectures windriver.com Wind River First to Market with Hardware Assisted Tool Suite for Intel XScale Microarchitecture. windriver.com WIND's XScale™ Tools estc.com 2. On pages 6 and 7 of the Intel XScale white paper it makes reference to two different types of XScale implementations. One is the "Integrated" implementation and the other is the "Modular" implementation. In the Integrated implementation the radio code and application code share the same microprocessor resources. According to one of the diagrams the Integrated implementation has "software protected partition between applications and radio code". This type of Implementation seems ideal for VxWorks AE, i.e. WIND's patented "Protection Domains" technology. Intel white paper. intel.com Wind River Introduces VxWorks AE and Tornado Tools 3 corporate-ir.net 3. Bluetooth support. Wind River Unveils Integrated Bluetooth Stack for Rapid Development of Wireless Connectivity in Smart Devices corporate-ir.net 4. Java support. Wind River Elected to Java Community Process' Executive Committee; Company to Help Steer Evolution of Java Technology for Embedded Community corporate-ir.net 5. As far as I'm aware Intel have a license from QCOM to produce CDMA chips. This was obtained from the DSPC acquisition last year. I'm not 100% sure about this, can anyone confirm ? intel.com Regards JC.