To: Don Lloyd who wrote (3172 ) 5/12/1998 1:49:00 AM From: Snowshoe Respond to of 10309
Don, that I2O article helps explain why WIND has been rather cautious in its I2O revenue projections. Here are a few excerpts with my comments:"We've been shipping I/O processors for about a year, but this quarter is when we'll see a real ramp-up," said Mike McGowan, product marketing manager for I/O processors at Intel's Connected PC Division (Chandler, Ariz.). "We're going from fairly low volumes to significant volumes." As I mentioned the other day, Intel i960RP/i960RD royalties are due to WIND 60 days after the end of Intel's quarter. Based on the above statement from Intel, it appears that WIND's first "significant" I2O royalty payment will show up on the November earnings report. I imagine we'll hear more about this at WIND's conference call next week. But in the broader OEM markets much of the effort has been to avoid the cost of the dedicated processor. Designers who want to use this model have been struggling to get the kind of performance benefits that will give them an edge in the market. This part of the article was confusing. Does anyone know what they are talking about? Perhaps a software-only implementation of I2O?Another critical stumbling block has been the lack of support from operating system vendors. To date, neither the network operating systems nor Windows NT have bundled support into standard products. The fact that patches are being offered hasn't been enough to get OEMs inspired enough to adopt the technology. Microsoft issued an NT 4.0 patch so last fall's initial I2O roll-out could proceed, but it sounds like wider I2O adoption is waiting on NT 5.0. And the visibility of NT 5.0 seems increasingly murky, especially with all the recent legal problems at Microsoft. It looks like the story of I2O will continue to unfold slowly. Greg