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

To: Allen Benn who wrote (9669)	5/19/2001 11:15:50 AM
From: Don Lloyd	Respond to of 10309

Allen - ...WIND’s existing dominance in cable and DSL modems... FYI - maxim-ic.com Although the dot com experiment has been extremely expensive and economically marginal as an investment, it has completely legitimized the value and power of the Internet as our communication vehicle and driver for the future. This experiment pointed out not only the necessity for ventures to provide economic worth but also that technical theory does not always immediately lend itself to practice. Specifically, the "free lunch" that xDSL was to provide to the Internet (and dot coms) relative to the use of 50-year-old telephone wired networks did not work reliably, and trillions of dollars of equipment and systems designed around this premise are of limited use and value. This does nothing to diminish the need, value, and power of the Internet and related networks to satisfy the tremendous thirst for high volumes of data needed to be distributed at light speed literally universally at low cost. In fact, the dot com experiment indelibly exposed us all to the value and power of high-speed network communications of data to making all businesses operate more efficiently and at lower labor costs. Clearly, although at great expense, telecom and data com networks have proved their tremendous economic value. There is no going back. The xDSL problems will be solved eventually with different software and hardware approaches. ... Regards, Don

To: Allen Benn who wrote (9669)	5/19/2001 12:59:32 PM
From: peter grossman	Respond to of 10309

Allen, Isn't the good news -- TMS and storage, among others -- embedded in the guidance for at least the next quarter or two? Haven't we always had lily ponds that promised to translate to explosive earnings growth? Till now, they simply have not. What is different now? Or, what really bodes significantly better for the future? It seems to me that the lily pond spreadsheets can clarify this, but only with extremely educated and insightful assumptions. By my book, Khan was proved right period, not ostensibly. Two months ago, growth was projected at 30%, now at -5%. He never said that the downturn in WIND's customers' business would kill WIND's solution products whose royalties may prove very significant somewhere off in the future. -Peter

To: Allen Benn who wrote (9669)	5/25/2001 1:11:24 AM
From: Douglas Nordgren	Read Replies (1) \| Respond to of 10309

TINA Beta shipments began this month, with production shipments scheduled for July. The company plans to ship a version for InfiniBand in the fourth quarter. is.pennnet.com Wind River Accelerates TCP/IP By Dave Simpson One of the major hurdles facing developers and users of IP-based storage is the CPU-intensive overhead imposed by the TCP/IP protocol stack. A number of network interface card (NIC) and host bus adapter (HBA) vendors have announced products that will offload TCP/IP processing onto specialized processors and firmware. Most of those cards are due by the end of the year. This month, Wind River previewed a technology that could give a number of those vendors faster time to market, while paving the way for IP storage based on the emerging iSCSI protocol. Wind River's Tornado for Intelligent Network Acceleration (TINA) architecture implements the TCP/IP stack in firmware on an embedded processor that HBA or NIC developers can integrate on their cards. About 80 percent of the solution is implemented in software, with functions such as check summing being handled in hardware. Wind River provides a reference board that includes software drivers (currently, for Linux and VxWorks, with Windows NT/2000 and Unix BSD to come), firmware and Intel's 80200 I/O processor and XScale Microarchitecture. (Wind River plans to have versions based on the PowerPC and MIPS processors in the future.) In addition to HBA/NIC vendors, Wind River's target customers include server vendors and network/SAN component manufacturers. Beta shipments began this month, with production shipments scheduled for July. The company plans to ship a version for InfiniBand in the fourth quarter. According to Roger Frey, product marketing manager for server products at Wind River, the need for offloading TCP/IP processing is being driven by increased adoption of Gigabit Ethernet (and, next year, 10Gbps Ethernet) and by an expected shift from Fibre Channel-based SANs to IP-based SANs. Frey says that the company's goal is get close to Gigabit Ethernet wire speeds (1Gbps, or 100MBps), which would rival current-generation Fibre Channel performance. In preliminary tests, the TINA card yielded a Performance Efficiency Index rating approximately twice that of traditional NICs. (The Performance Efficiency Index was developed by PC Week -- now eWeek -- and measures networking throughput relative to CPU utilization.) TINA could be used for traditional network I/O traffic, as well as for storage traffic based on the iSCSI standard, which enables block-level SCSI I/O over IP networks. (iSCSI functionality would be added by NIC or HBA vendors.) TINA is based on Wind River's IxWorks real-time operating system, which uses the same kernel and APIs as the company's VxWorks 5.4 RTOS.