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


To: Ausdauer who wrote (10182)1/16/2003 7:52:15 AM
From: Ausdauer  Respond to of 10309
 
The CES announcement leaves me with more questions than answers...

windriver.com

These are the prior success stories.

I find it funny that Fuji, for example, would use Wind River's OS in a lower
end digital camera, but not throughout the entire digital camera line. The same
goes for HP's printer. Are these just test models or are we seeing the early signs
of mass adoption. I think that is an important distinction to make at this juncture.

I was surprised as to the number of consumer products I recognized on the CES list.
The LinkSys account alone could be a gold mine.

Aus



To: Ausdauer who wrote (10182)1/16/2003 5:51:43 PM
From: The Ox  Read Replies (1) | Respond to of 10309
 
Any idea what they get per item.

Pennies per unit is my understanding. This is one of the reasons why WIND has a big problem making any money. They sell their software development platforms for a decent buck and then their licensing revenue (per unit) is almost negligible.

Look at the list in the link you submitted. Combined, millions of these products are sold but only a tiny fraction of the end unit price finds it's way back to WIND.