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To: James Connolly who wrote (3266)	6/2/1998 10:16:00 PM
From: Richard M. Smith	Respond to of 10309

JC, QNX has good technology, but somewhat introverted marketing. They've been an x86-only player until this week's announcement of RTOS ports to PowerPC and MIPS. They are now going after the sweet spot of the deeply embedded market. In the past, they played more in the embedded PC end of the market where Windows NT is now making big in-roads. The Cisco win is a big deal. According to the Electronic News article, Cisco likes the memory protection features of QNX. Bottom line -- This announcement along with Windows CE is making the embedded space much more competitive. Richard

To: James Connolly who wrote (3266)	6/2/1998 10:34:00 PM
From: Richard M. Smith	Read Replies (1) \| Respond to of 10309

JC, Metrowerks, who are supplying PowerPC and MIPS development tools for QNX, are very well respected in the business. They got their start making C++ and Pascal compilers for the MacOS about 4 to 5 years ago. They are the number one tools vendor in this market. They have since branched out into the embedded space with tools for Microware, Windows CE, and now QNX. They also make compilers for the Sony Playstation and Novell Netware. Metrowerks is a public company and their stock market symbol is MTWKF. They haven't been particularly profitable but they are growing at a pretty healthy clip. The most interesting thing about Metrowerks is how depended other companies are becoming on Metrowerks for their survival. Richard