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: Carpe per Diem who wrote (9503)	4/17/2001 3:52:10 PM
From: James Connolly	Respond to of 10309

Comms design activity bucks downward trend eet.com Regards JC.

To: Carpe per Diem who wrote (9503)	4/18/2001 3:15:32 AM
From: lkj	Respond to of 10309

Hi Rinks, I think that the management is right that market forces are pushing companies to adopt VxWork. The impact of this will show up in design wins and licensing revenue. Both were weak last quarter. The management said that it will give a better definition of "design win" in the future, which really dodged some tough questions from being raised. I hope that the management throws out design win all together, because it means absolutely nothing, no matter how it is defined. Developer seat growth means a lot more. We should calculated royalty per developer seat every quarter to get a rough estimate of how things are going. In fact, it maybe a better metric to use the latest royalty number, and divide it by the developer seat number from 5 quarters ago to see how things are going for the long term growth. This ratio tells us the quality of licensing, or how nicely are licensing turning into royalty. I use 5 quarters, because I think 5 quarters is a typical R&D-marketing cycle. Regards, Khan