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To: Ramsey Su who wrote (5291)	5/21/1999 2:23:00 PM
From: James Connolly	Respond to of 10309

Folks, Listened to the Call. Most interesting point IMHO was the fact that VxWorks was getting a large number of Java design wins. It looks like people are reluctant to use Sun Java and a Sun OS. Better to keep Sun at a distance and use VxWorks instead. I think I also heard Ron mention that IxWorks was also part of future I/O. Future I/O is the Compaq/HP/IBM competitor to NGIO. It looks like whoever wins WIND wins. Regards JC.

To: Ramsey Su who wrote (5291)	5/21/1999 2:26:00 PM
From: the hube	Read Replies (1) \| Respond to of 10309

This is a week and a half old, but I don't remember seeing it here before. I came across it after doing some research based on the Jubak article Pervasive Software Announces Mobile and Embedded Database Initiative, Ships DBMS Beta AUSTIN, Texas--(BUSINESS WIRE)--May 10, 1999--Leveraging nearly 20 years of experience in the design, production and deployment of ultra-light, ultra-fast database software for use in packaged, zero maintenance applications and the rapid emergence of special purpose electronic, non-PC devices, Pervasive Software Inc. (NASDAQ:PVSW - news) today unveiled a Mobile and Embedded database initiative. The initiative is punctuated by the immediate availability of Pervasive's mobile and embedded database beta product for Wind River System's Tornado(TM) and Microsoft's WinCE(TM) platforms. biz.yahoo.com Hopefully, we will start to see lots more of these types of releases.

To: Ramsey Su who wrote (5291)	5/21/1999 2:27:00 PM
From: bananawind	Read Replies (1) \| Respond to of 10309

Ramsey, Well, it is a small world. Been sniffing around WIND for a few weeks trying to understand the business and business model. Agree that management told a coherent story in the CC, and that the Q&A was a little light. I guess we have to accept at face value the CEO's "personal reasons" explanation for why he is quitting. At least he owns a pile of stock. Do you understand the business well enough to explain to me how "run time royalties" are generated, maybe with a little example so that someone who is a little dense like me could understand it? Also, what is it about their product(s) that make it unlikely that someone else with a couple hundred engineers couldn't displace them? Appreciate your insight. Best regards, Jim