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To: voop who wrote (4298)	2/18/1999 1:55:00 AM
From: Peter Church	Read Replies (2) \| Respond to of 10309

Thanks Allen for sorting through this muck. From your posts, it looks like I2O is still on track although possibly delayed by the confusion in the marketplace. One question regarding DSP. A couple of years ago you posted: "The fact is that the DSP initiative is big, very big, and is hugely synergistic with both VxWorks and IxWorks." #2060 What ever happened to WiSP, Tornado for DSP? I haven't heard much about it in the past year. Or maybe I just missed it.

To: voop who wrote (4298)	2/18/1999 11:02:00 AM
From: Allen Benn	Read Replies (1) \| Respond to of 10309

What is your thought on how this play s out in regard to WIND I20 royalty stream? When do you expect significant revenues? Also, in the following post, Peter opined, From your posts, it looks like I2O is still on track although possibly delayed by the confusion in the marketplace. Look at the summary of findings for the answer. WIND's royalty stream is tied to shipments of IOP's that are pre-packaged with IxWorks. This includes all i960Rx series processors, which are ramping nicely. Many of the processors are not performing strict I2O-type message processing, and therefore cannot be labeled I2O, but they still need a RTOS, and most probably use the built-in (and to them royalty free) IxWorks. Possibly, some vendors might port over an OS used in a prior product, just because they think it does everything they need for a legacy application getting a processor face-lift, but maybe not. However used, WIND receives a royalty for each i960Rx shipped. The ramp will accelerate even faster when the I2O standard becomes essential for rapid time-to-market. Although some vendors might elect to implement specialized I2O in silicon, I suspect most will get quickly to market with IOPs. Later, they might consider value-engineering the product by specializing the I2O interface in silicon – but then again maybe not. It depends on total product costs and possible value-adds from implementing features in ISM software. Actually, I would expect full-featured I2O cores will evolve to counter the IOP criticism, permitting inexpensive system-of-a-chip solutions that use a port of IxWorks. Also, if you look at the sea change occurring in network computing, IOP's are moving to center stage – irrespective of the smokescreen raised by Compaq and IBM, or even Intel's particular fondness for CPUs. This suggests that the ramping should continue unabated. As the I2O standard takes hold, and as NGIO comes into focus, the ramp should accelerate. WIND's quarter reported next week will include royalties from i960Rx shipments for the quarter ended Sept 98, the first quarter with any production ramping. I would expect a steady increase in coming quarters, and then significant acceleration at some point in the next couple of years. Peter, the slow down refers to a comparison with what could happen if I2O were branded, creating demand from the IT community. As a stealth technology, I2O and IOP's should continue to ramp nicely, even accelerating. But if the TI community decided they wanted full-featured I2O on most nodes, then acceleration would be mind-boggling. For the reasons given in my posts, I don't expect demand like that from the IT community anytime soon, but I do expect it eventually. Allen I2ONGIOX