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

To: Mark Brophy who wrote (2545)	12/17/1997 12:06:00 PM
From: Allen Benn	Respond to of 10309

They've sold multiple customers the Wind River product, but they now have a product of their own that adds hard real-time capabilities to WinNT and they're selling it to the same customer base. If a Wind River salesman sold pSOS, he'd be immediately fired. It's a significant event when your channel switches allegiances. Mark, sometimes I think you go out of your way to downplay WIND's business opportunities. Either that or Radisys is planning to fire a bunch of people. Check out today's news moving RSYS, specifically the mention of VxWorks. Radisys is in the business of selling computers, not software. The demand for VxWorks necessitates making their boards compatible with WIND's full-featured products. QNX is another RTOS often used in high-end embedded computers. Radisys would offer Dr. DOS if their customers even hinted that they wanted it. As our resident expert on Radisys, you have to do better than that. RadiSys Announces NLX Baseboard for OEM Applications, Extended Product Lifetime & Specialized Hardware Features Meet Embedded Needs December 16, 1997 12:21 PM HILLSBORO, Ore.--(BUSINESS WIRE)--Dec. 16, 1997--RadiSys today announced the immediate availability of the Base-G NLX baseboard with Intel Pentium(a) processor. The RadiSys Base-G offers the NLX standard form factor together with features and options specific to embedded applications, including an extended product lifetime (expected to be five years) and two-year warranty. The specialized features and long product lifetime make it a perfect fit for embedded applications such as telecommunications, medical and industrial automation that demand current desktop technology features, yet require longevity and special features not offered by the commercial motherboard market. The Base-G is based on the industry-standard NLX form factor in which a low-profile baseboard plugs into an NLX riser that supplies power, floppy, IDE and ISA/PCI expansion slots. The baseboard-riser combination provides system level integration flexibility by improving cabling, air flow and peripheral placement, and allows the motherboard to be quickly and easily plugged into the system or removed for service or upgrades. The NLX baseboard-riser combination also provides extensive I/O expandability and flexibility: The riser card can be customized for application-specific I/O in a standard chassis or for use in a specialized multiple I/O application such as telecommunications equipment. The Base-G is designed to run Microsoft Windows(a) 95 and Windows(a) NT 4.0 operating systems, as well as RadiSys INtime(TM) real-time extensions for Windows NT, and QNX(a) and VxWorks(a) real-time operating systems. The Base-G adheres to PC standards and software compatibility, so hardware and software development is eased and applications are easily developed and transferred from another PC-compatible platform.

To: Mark Brophy who wrote (2545)	12/17/1997 12:24:00 PM
From: Allen Benn	Respond to of 10309

For example, you don't know the exact royalty rate of IxWorks or the reaction of potential customers that might help you to project future IxWorks revenues. The royalty on Intel's I2O ranges from $1.40 to $1.70, depending on whether the chip is the RP version or the RD version. I confess to just using $1.50 in my estimates. While it is true that I do not know the exact IxWorks royalty, even you have to agree that $1.50 is close enough for analyst work. All you have to go on is the projections from Intel, which might be biased. Not true. It is true that we know that Intel is projecting 10 million units over the next 18 to 24 months. (I have heard both.) But we also have lots of confirmation that I2O is meeting with market acceptance and should be the next big thing in I/O. 25 companies demonstrated I2O at the Atlanta show in October and announced production products. All the BIOS companies are making modifications to accommodate I2O. Even your favorite, Radisys, offers I2O - by your own words. Finally, don't forget Jerry Fiddler's statement about I2O that he is comfortable putting in writing: that I2O will touch every person in the computer industry with two years. Did you know there are companies that exist just to provide I2O consulting and help in incorporating I2O in other company's products? None of this guarantees anything, but the success of I2O is about as close to a sure thing as anything can be. Bet on it. Allen