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

To: MONACO who wrote (2560)	12/22/1997 10:54:00 AM
From: Allen Benn	Read Replies (1) \| Respond to of 10309

>did I miss it or is Wind not mentioned at all in that article >[Aberdeen I2O projections], and if not why? I2O is an open standard initially promulgated by Intel because of the reasons mentioned in the article. The reasons for excitement by the computer industry about I2O have to do with its general appropriateness for PC architecture and networking, not specific implementations like Intel's i960Rx chips or IxWorks. Intel's I2O chip only got mentioned in a diagram illustrating the use of I2O. Certainly there was no requirement for Aberdeen to plug WIND and IxWorks. But the very thing you consider missing is exactly what makes articles like the one cited so important for WIND investors. I2O is unfolding as a major I/O standard in the computer industry, not just a cutesy variant of VxWorks. Major, open standards tend to have multiple vendors and lots of creative variants on the basic theme. This means other RTOS companies will introduce solutions to compete with WIND. Indeed, INTS already has. Following this well-beaten path, I2O will evolve rapidly to become pervasive. However, as I2O blossoms, IxWorks will remain the standard bearer, leaning on the broad shoulders of Intel and the i960Rx, and now possibly the StrongArm, chips. As I2O matures, IxWorks is sure to be the undisputed leader, garnering the lion's share of the market indirectly through sales of Intel I2Ochips as well as at least one other yet unannounced semiconductor company. Actually, WIND already has benefited nicely from I2O, licensing Tornado for IxWorks to most of the "75 percent of the Intel architecture-based server and peripheral suppliers, especially the larger ones, will be offering" I2O products. Some portion of WIND's 45% plus revenue growth over the last couple of years no doubt is due to I2O. Allen