Wind River ist ... - 500 Beiträge pro Seite

[tschernobyl]

Hallo zusammen!

Wind River ist hier im Board ja (fast) überhaupt kein Thema, obwohl sie m.E. eine der interessantesten Werte am Nasdaq ist. Zu Webers Kommentar möchte ich noch hinzufügen, dass WRS (Nasdaq-Kürzel WIND) nicht nur im Inet-Infrastrukturbereich, sondern auch glänzend vertreten ist im Mobilfunksektor (sucht mal bei job.de nach Begriffen VxWorks bzw. Tornado, den Produkten von WRS). Last but not least im Bereich (digitale) Set-Top-Boxen. Als ein Kunde unter vielen ist hier Philips mit ihrer MHP-Box zu nennen.
Zu dem Auftrag von Sony ist noch zu erwähnen, dass Sony ein eigenes Echtzeit-BS hat und trotzdem das WRS-Produkt ausgewählt hat.

Tscherno

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Wind River ist Internet-Infrastruktur

von Otmar Weber: Market Movers ausgewählt vom Team WebersWeb [01.09.00, 21:35]


Wind River Systems (WIND) ist als Systempartner von Cisco (CSCO), Lucent (LU) oder Nortel Networks (NT) ein versteckter Internet-Infrastruktur-Wert, der wenigen Anlegern bekannt ist. Die Zahlen zeigen, dass das Unternehmen kräftig wächst und die Aktie gutes Kurspotenzial hat.

Es hat im zweiten Quartal (Ende: 31.7.) des Geschäftsjahres den Umsatz gegenüber der gleichen Vorjahreszeit um 39 Prozent auf 101 Millionen Dollar gesteigert und dabei einen operativen Proforma-Gewinn von zehn Cents je Aktie erzielt, gleichviel wie im Vorjahr und drei Cents mehr als von den Analysten erwartet.

Wind River ist nach eigener Angabe Marktführer bei Software, vor allem Echtzeit-Betriebssysteme, für integrierte Systeme („embedded systems“). Das Unternehmen macht etwa ein Drittel seines Umsatzes mit Kommunikationstechnik-Firmen wie Lucent und etwa 20 Prozent mit Firmen des Luftfahrt- und Militär-Sektors. Gerade wurde eine Version der Software vorgestellt, die den hohen Sicherheitsanforderungen der Luftfahrt-Norm DO178B entspricht.

Verstärkt engagiert sich Wind River jetzt bei internetfähigen Consumer-orientierten Geräten, für die außer Betriebssystemen auch grafische Benutzeroberflächen, Multimedia-Plattformen und – aufgrund der Übernahme der norwegischen ICEsoft – künftig auch Web-Browser sowie Sicherheitssoftware angeboten werden. Als neuer Kunde wurde gerade Sony gewonnen, deren neuer „Network Walkman“ mit Wind River-Software arbeitet.

Die Software von Wind River erfüllt nicht nur Echtzeitanforderungen, sondern ist auch sehr kompakt und damit Speicherplatz-sparend. Das Unternehmen hat mit seinen Produkten einen deutlichen Vorsprung vor größeren Konkurrenten, die wie etwa Microsoft mit Windows CE ebenfalls auf den Embedded-Markt zielen.

Wind River, die seit neuestem zum S&P Midcap 400-Index gehört, dürfte im laufenden Geschäftsjahr (Ende: Januar) einen Gewinn von 50 Cents je Aktie machen, was ein KGV von 80 ergäbe. Für das Geschäftsjahr 2002 erwarten die Analysten 81 Cents je Aktie.

Mit einem Kursziel von 70 Dollar bietet die Aktie, die derzeit bei 44 Dollar notiert, gutes Kurspotential.

http://www.boerse-online.bch.de/cgi-bin/gx.cgi/AppLogic%2bFT…

[tschernobyl]

Noch was von Jubak von MSN:
http://moneycentral.msn.com/articles/invest/jubak/5717.asp

Who wins when life goes digital?
The big news for Wind River Systems (WIND, news, msgs) this week was the earnings report delivered after the close of trading on Aug. 31. (I’ll have an update on that once I’ve had a chance to digest the conference call.) But the company didn’t do badly on the news front the week before earnings, either. On Aug. 24, Wind River announced that its VXWorks real-time operating system would run Sony’s new Network Walkman NW-E3, a new music player that can download from the Internet (or an audio CD) and store up to 80 minutes of compressed digital audio. Sony also used Wind River’s Tornado tools to develop the software that will handle the Walkman’s user interface, controls, display, data routing, storage and PC-connectivity. This is, without doubt, Wind River’s most significant consumer-product design win to date. A few days after announcing the Sony win, Wind River reported a $25 million cash deal to buy ICESoft, a small Norwegian developer of Internet browser technology for embedded devices. ICESoft’s Java-based technology has already recorded 15 design wins for products such as smart phones and TV-set top boxes. To me, the acquisition is another sign that Wind River is determined to attack the consumer-device market.

[tschernobyl]

Excellente Zusammenstellung über Wind River:

http://boards.fool.com/Message.asp?mid=13405362

[T-P]

nur leider scheint das niemanden sonst zu interesieren, sonst hätten wir ja wohl den einen oder anderen Umsatz gesehen.... Zum Teil kann ich das bei dem derzeitigen Umfeld ja auch verstehen.

Ich hoffe jedoch trotzdem mittel- und langfristig auf gute Geschäfte und denke auch, daß WRS eine "unentdeckte Perle" an der Nasdaq ist. Fraglich erscheinen mir derzeit aber, ob das Wachstum bei der Anhängigkeit von Nortel, Lucent etc. tatsächlich beibehalten werden kann.
T-P

[tschernobyl]

Hi T-P!

Zum zocken taugt WIND wirklich ganz und gar nicht, ich bin daher auch mittel- bis langfristig froher Hoffnung. Wind River tanzt aber nicht nur auf der Router-Hochzeit, sondern wird m.E. auch glänzend bei Inet-Appliances vertreten sein. Such mal bei www.job.de nach VxWorks, da findest du alles, was Rang und Namen hat bei UMTS-Technik. Und dann atürlich noch der STB-Bereich (Philips, Kirch! u.a.). Ich hab heute auch noch was zu OSEKworks, dem Autosoftware-Standard, gefunden:
http://www.eet.com/story/OEG20001026S0027

Ich hoffe natürlich, dass WRS die Wachstumsrate erhöhen kann, ansonsten ist das KGV nicht gerechtfertigt.

[tschernobyl]

Wind River Systems - Buy
WKN: 886265 WIND RIVER SYSDL-,01 Pacific Crest Securities 07.11.2000

Wind River Systems - Buy


- Cisco Konferenz beleuchtet die wachsende Bewegung der Telekom-Carrier weg von schaltkreisbasierter hinzu IP-basierter Ausrüstung

- Cisco-Management sieht Schuld an Problemen der Konkurrenz in deren ungenügenden Angeboten für Datennetzwerke – sowohl, was die Möglichkeiten als auch die Breite der Produktpalette angeht

- Jene, die vorhaben, Cisco daran zu hindern, den Carrier-Markt zu dominieren, wie es auch den Unternehmensmarkt dominiert, werden ihre Daten-Produktpalette drastisch erweitern und gleichzeitig die „time-to-market“ substanziell senken. Diese angehobenen Anforderungen kann Wind River Systems genau erfüllen und wir glauben, dass die Nutzung der Produkte und Services im Kommunikationsbereich des Unternehmens auch weiterhin stark zunehmen wird.

- Wir wiederholen unsere KAUFempfehlung und unser 12-Monatskursziel von 60 Dollar

- Prognosen: Q3 01 $0,10 vs. $0,15, FJ 2001 $0,50 vs. $0,42, FJ 2002 $0,73

[T-P]

naja, das sollte mich jetzt doch wieder ein wenig zum Überlegen bringen, wenn mal wieder ein Analyst meint, die solle man kaufen. Kaufempfehlungen gibt es ja reichlich für WIND...

Ansonsten macht der Kurs der letzten Tage doch langsam Freude!
T-P

P.S. das Fiskaljahr 2000 endet meines Wissens nach Ende Januar 2001, weißt Du zufällig, wann die Zahlen für das 3. Quartal kommen???

[tschernobyl]

Hi!

Der wichtigste Punkt in der Analyse ist der Begriff "Time-To-Market", ein Ausdruck von Wind River. Wind River hat geprüfte Software und erstklassige Tools. Spart ein Hersteller bei der Entwicklung z.B. eines UMTS-Handys damit ein paar Monate bis zur Markteinführung, pfeift er auf ein evtl. kostenloses Linux, mit dem die Entwicklung Monate länger dauern könnte.

[tschernobyl]

Zahlen von Wind River kommen am 29.11., nach Nasdaq-Schluss.

[T-P]

Danke Dir!

[tschernobyl]

Wind River Reschedules Q3 Earnings Announcement to November 29, 2000

ALAMEDA, Calif.--(BUSINESS WIRE)--Oct. 13, 2000--Wind River Systems, Inc. (Nasdaq:WIND), a leading provider of software and services for smart devices in the Internet age, has rescheduled its third quarter 2001 earnings release and conference call date to Wednesday, November 29, 2000.

This rescheduling from the previously announced date of Thursday, November 30, 2000 is to minimize conflict with other presentations and to facilitate investment community participation in the Wind River conference call.

Conference Call


Management will host a conference call at 2:00 p.m. Pacific Time on November 29, 2000 to discuss Q3 results. You may listen to the conference call by calling 800/863-4938 in the U.S. and 706/634-7025 internationally. You may also listen to our live webcast at www.windriver.com. A replay will be available beginning at approximately 6:00 p.m. Pacific Time on November 29, 2000 through 11:59 p.m. on December 6, 2000. To listen to the replay, please call 800/642-1687 in the U.S. and 706/645-9291 internationally and enter the conference I.D. number 808885.

[tschernobyl]

Motorola and Wind River Team Up to Provide Digital TV Solution for the TV and Set Top Box Markets

CHANDLER, Ariz. & ALAMEDA, Calif.--(BUSINESS WIRE)-- Nov. 13, 2000--

Motorola Delivers MDTV Solution With Wind River`s VxWorks,
Reducing Time-to-Market for OEMs


Motorola Inc. (NYSE:MOT) and Wind River Systems Inc. (Nasdaq:WIND) today announced that Motorola has become a value-added reseller (VAR) of Wind River by integrating Motorola`s MCT5100 M-DTV(TM) module and Wind River`s VxWorks(R) real-time operating system (RTOS) -- a market-leading RTOS for embedded development.

The solution allows OEMs to develop digital TV products and set top box products with improved time-to-market. The MCT5100 module is based upon Motorola`s digital television (DTV) chipset and provides an OEM module that can receive all ATSC DTV formats and convert them for display on a standard television set.

The module will enable consumers to receive DTV and high-definition television (HDTV) broadcasts using affordable digital set top boxes and DTVs. This DigitalDNA(TM) solution will assist Motorola`s customers in shortening design time on television-related applications and is available immediately.

This solution arrives at an ideal time, as the chairman of the U.S. Federal Communications Committee (FCC), William Kennard, recently announced its intent to speed up the adoption of digital television in the U.S. market.

"Motorola has taken a bold initiative to enable the design and production of low-cost standard definition TV sets that can take advantage of the capabilities of local DTV broadcasts," said Gerry Kaufhold, principal analyst at In-Stat`s Converging Markets and Technologies Group. "The announcement with Wind River sets the stage for a lot of innovation to begin."

Motorola`s module utilizes Wind River`s VxWorks RTOS as the basis for running the drivers and application programs. This module integrates the functionality required to convert the ATSC digital TV signals to the existing standard definition format. The TV module is designed to increase the precision and clarity of the picture and enhance the audio of today`s televisions.

Motorola and Wind River have teamed together to provide a development system to OEMs based on the Motorola module and using Wind River`s VxWorks operating system, graphics and Java libraries.

OEMs will be able to use this development system to evaluate the chipset and develop custom solutions tailored to their own specific markets. The development system solution reduces the cycle time for DTV products to reach the marketplace.

"VxWorks is a leading operating system choice among embedded designers and we are pleased to be able to offer our customers this best-in-class software," said Wil Salhuana, vice president and general manager of Motorola`s Entertainment Solutions Division.

"The challenge today is to bring products faster to market and this effort will assist Motorola`s customers in shortening their design time. This is the latest example of how DigitalDNA(TM) solutions from Motorola bring greater functionality and flexibility to DTV and set top box markets."

"Wind River is delighted to team with Motorola on DTV solutions through our VAR program," said Curt Schacker, vice president of marketing and corporate development at Wind River.

"Wind River`s breadth and depth of embedded software and services expertise, combined with the horsepower of Motorola`s robust DTV chipset, will provide an ideal solution for OEM designers. We look forward to working closely with Motorola and its OEMs as we reinforce our commitment to enabling next-generation smart devices, including DTV and set top box applications."

Pricing and Availability


The MCT5100 M-DTV module is immediately available from Motorola and the suggested resale price is $150 in quantities of 100,000. Motorola plans to offer the development system solution in first-quarter 2001.

[tschernobyl]

Motorola DTV module includes Wind River OS
By Charles J. Murray, EE Times
Nov 13, 2000 (10:38 AM)
URL: http://www.eetimes.com/story/OEG20001113S0067

PARK RIDGE, Ill. — Motorola Inc. and Wind River Systems Inc. will roll out a digital television module today (Nov. 13) that includes a production-worthy operating system. By integrating the operating system into the module, Motorola intends to simplify the development process for digital television (DTV) makers and jump-start the adoption of DTV into the marketplace.

Motorola will integrate Wind River`s VxWorks into its MCT5100 M-DTV module, which is based on the company`s DTV chip set. The chip set includes a vestigial-sideband demodulator, MPEG decoder, DSP for audio decoding, and a PowerPC-based MPC850 microcontroller. The module will enable consumers to receive DTV and high-definition TV broadcasts using digital set-top boxes and DTVs.

VxWorks will serve as a basis for running the drivers and application programs, as well as operating simple programs for such chores as channel changing and volume control.

By incorporating Wind River`s VxWorks, graphics and Java libraries in a production-worthy system, Motorola hopes to induce DTV makers to step up the development pace. "We`ve already made a significant investment in the technology on the hardware side, but we haven`t been getting the returns on that investment," said Will Salahuana, vice president and general manager of Motorola`s Entertainment Solutions Division (Austin, Texas). "So we asked ourselves, `Do we want to go the extra mile to accelerate the development?` And the answer was yes."

Industry first?

Integration of an embedded OS in such a module is said to be an industry first. Until now, vendors typically developed hardware in isolation and incorporated operating systems only for demonstration purposes.

"Until there was a paying customer on the other end," said Curt Schacker, vice president of corporate marketing and development for Wind River Systems (Alameda, Calif.), "there usually wasn`t much integration done by the hardware and software companies."

But, before today`s introduction, Motorola and Wind River spent 18 months "pre-integrating" the hardware and software so that OEMs wouldn`t have to do it later. The result of that integration is faster time-to-market for the TV maker, the companies said. "The beauty of this is that they can fully integrate this into the chassis in a matter of weeks, rather than months or years," Salahuana said.

The two companies said that their partnership was driven by the complexity of the product and the demand for shorter product cycles. "Rather than use the old style, where hardware and software companies work independently and let the customers figure out how to put the pieces together, we saw an advantage to getting together ahead of time," Schacker said.

[tschernobyl]

Wind River in illustrem Kreis:

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Die Gestalter der Java-Zukunft sind gewählt

Der Java Community Process (JCP) hat seine ausführenden Komitees gewählt, die über die Zukunft der Java-Plattform und der zugehörigen APIs bestimmen. Es gibt zwei Komitees, die sich aus jeweils sechzehn Mitgliedern zusammensetzen. Sun ist in beiden Komitees vertreten und hat zusätzlich je zehn Firmen vorgeschlagen, deren Teilnahme die Mitglieder des Java Community Process ratifizierten. Die letzten fünf Sitze besetzen frei gewählte JCP-Mitglieder.

Ein ausführendes Komitee widmet sich der Java 2 Standard Edition (J2SE) und Enterprise Edition (J2EE) und damit Java auf der Workstation und dem Server. Neben Sun sind in diesem Komitee Andersen Consulting, Apache, Apple, BEA, Caldera, Cisco, Compaq, Doug Lea, Fujitsu, HP, IBM, Inprise, IONA, Oracle und Webgain vertreten.

Das zweite Komitee konzentriert sich auf die Embedded Java Plattform Java 2 Micro Edition (J2ME), die beispielsweise in Handys und Palm Geräten zum Einsatz kommt. In diesem Komitee sitzen neben Sun die Firmen BEA, Cisco, Ericsson, IBM, Insignia, Matsushita, Motorola, Nokia, Palm, Philips, RIM, Siemens, Sony, WindRiver Systems und Zucotto Wireless.

[T-P]

danke Dir für Deine beständige Arbeit, tschernobyl!

[tschernobyl]

hallo t-p,

danke für die Blumen. Ich bin froh, dass es mal einer liest ;-)
Ein sehr gutes Board über Wind River findest du bei Silicon Investor.
Nur die wichtigen Infos und fundierte Diskussionen, kein Gebrabbel über Kursziele und persönliche Zipperchen. Den Text zum Java-Komitee hab ich übrigens bei www.heise.de gefunden.

http://www.siliconinvestor.com/stocktalk/subject.gsp?subject…

[tschernobyl]

Die offizielle Meldung zum Java-Komitee:
http://www.wrs.com/press/html/javacommunity.html

Und noch was neues mit Motorola:

Motorola Chooses Wind River As Microcode Development Center for Networking, Communications Devices
ALAMEDA, Calif.--(BUSINESS WIRE)--Nov. 21, 2000--


Expert Services Team Showcases Ability to Develop Communications Solutions with Industry Leading PowerQUICC II Processor Family

Wind River Systems, Inc. (Nasdaq:WIND), a leading provider of software and services for smart devices in the Internet age, today announced a strategic agreement with Motorola in which Wind River, through its Doctor Design Services group, will develop networking and communications applications for third party customers on Motorola`s MPC8260 PowerQUICC II(TM) and related communications processor architectures. Wind River has created a specialized design team at the Doctor Design facility to focus on providing critical microcode development solutions for customers using these Motorola architectures. This initiative underscores Wind River`s strategy to provide complete, vertical market-specific solutions for the networking and communications industries.

Wind River`s new microcode development services target Motorola customers who need to deliver state-of-the-art communications applications but have a limited amount of time or resources to devote to learning all of the PowerQUICC II`s unique capabilities. Wind River`s microcode development team specializes in implementing designs using this processor family, with a specific emphasis on developing custom protocol support for PowerQUICC II applications. Typical applications include asynchronous transfer mode (ATM) and high-level data link control (HDLC) data transmission, Voice over ATM, and multi-protocol switch / gateway functions for Internet protocol (IP).

"By supporting Wind River as a specialist development center for this architecture, Motorola is able to broaden and deepen its penetration of vertical communications markets, offering a more complete service to its semiconductor customers and system integrators," said Keith Cheney, general manager of Motorola`s Networking and Communication Systems Division. "MPC8260 customers can leverage the expertise of Wind River`s proven Doctor Design Services team to take advantage of the processor`s built-in communications processor module (CPM), enabling faster time-to-market for their applications with enhanced features that differentiate their products from their competitors."

"Wind River`s Doctor Design Services is well known as a hardware and software design powerhouse with `concept through manufacturing` implementation capability and a growing number of engineering centers around the world," said Kamran Sokanvari, vice president and general manager of Wind River`s Services business unit. "Our engineers focus on specialist markets where understanding and implementation of advanced technology, like the MPC8260, is imperative for success. This new capability leads us into exciting areas of specialist networking equipment design and expands our depth in providing solutions based around Motorola technology."

"What`s especially exciting about this growing opportunity is the extent to which this project exemplifies the synergies between business units in Wind River`s organization," added Curt Schacker, vice president of marketing and corporate development for Wind River. "The basic tool chain and development platform are products from the Wind River Hardware Software Integration (HSI) business unit, while critical embedded software elements such as networking protocols typically come from the Wind River Networks business unit. The combined products and services offering underscores a key strength of Wind River in this market."

The Wind River PowerQUICC II development team currently has several projects underway and expects to have the first commercial projects completed by the end of the calendar year. For more information on Wind River`s PowerQUICC II microcode development services or any aspect of the services team, please call +1(800) 545-WIND or contact your local Wind River representative.

About Motorola`s MPC8260 PowerQUICC II


An integral component of Motorola`s Smart Networks Platform, the MPC8260 PowerQUICC II is Motorola`s next generation integrated communication processor, providing higher performance in all areas of device operation, including greater flexibility, extended capabilities, and higher integration. Like the MPC860 PowerQUICC, the MPC8260 integrates two main components, the embedded PowerPC core and the Communications Processor Module (CPM). This dual-processor architecture consumes less power than traditional architectures because the CPM offloads peripheral tasks from the embedded PowerPC core. The CPM simultaneously supports three fast serial communications controllers (FCCs), two multichannel controllers (MCCs), four serial communications controllers (SCCs), two serial management controllers (SMCs), one serial peripheral interface (SPI) and one I2C interface.

[tschernobyl]

Wind River Systems, Inc. (ticker: WIND, exchange: NASDAQ) News Release - 29-Nov-2000


--------------------------------------------------------------------------------
Wind River Systems Reports Third Quarter Revenues of $114.8 Million; Record Revenue for Q3; Operating Margins Continue to Improve

ALAMEDA, Calif.--(BUSINESS WIRE)--Nov. 29, 2000--Wind River Systems, Inc. (Nasdaq:WIND), a leading provider of software and services for smart devices in the Internet Age, reported its third quarter fiscal 2001 operating results for the period ended October 31, 2000.

Total revenues for the third quarter were $114.8 million, a 37% increase from revenues of $83.8 million reported in the same period of fiscal year 2000 and 13% higher than Q2. Operating income (excluding non-operating charges) was $10.9 million or 9.5% of revenue compared to $6.5 million or 6.5% of revenue in the second fiscal quarter this year, and $13.2 million or 15.8% of revenue for the third quarter last year. Net income (excluding non-operating charges) was $9.7 million or $0.12 per diluted share compared to $7.7 million or $0.10 per diluted share in the second fiscal quarter, and $9.9 million or $0.15 per diluted share for the third quarter last year. Non-operating charges include costs associated with various acquisitions and the amortization of goodwill, purchased technology, and other intangibles.

"I am extremely pleased with our results in the third quarter," said Tom St. Dennis, president and CEO of Wind River. "We executed well on both our financial and strategic goals, including on-target revenue growth, improved operating margins and continued progress on the integration of our acquired companies."

Revenues for the first nine months of fiscal 2001 were $307.7 million, a 37% increase from revenues of $224.8 million reported in the same period of fiscal 2000. Excluding non-operating charges, operating income was $20.8 million compared to $30.0 million for the corresponding period in fiscal 2000. Excluding non-operating charges, net income was $25.2 million, compared to net income of $23.7 million for the first nine months of fiscal 2000.

For the third quarter of fiscal year 2001, on an as-reported basis, including $28.4 million of amortization of goodwill, purchased technology and other intangibles and $0.1 million of acquisition related charges, net loss was $16.0 million or a loss of $0.22 per diluted share compared to a net income of $6.2 million or $0.09 per diluted share for the same period in the prior year.

For the first nine months of fiscal year 2001, on an as-reported basis, including $64.8 million of amortization of goodwill, purchased technology and other intangibles and $31.8 million of acquisition related charges, net loss was $65.8 million or a loss of $0.92 per diluted share compared to net income of $11.5 million or $0.18 per diluted share for the same period in the prior year.

Q3 FY 2001 Highlights

During the quarter, Wind River announced the acquisitions of Rapid Logic, which gives Wind River a wider range of integrated, embedded technologies for network infrastructure equipment, as well as ICESoft and the Dragonfly development team. The Company created closer ties to chip manufacturers with Centers of Excellence for Intel`s XScale and StrongARM micro-architectures. Wind River also announced an agreement with Xilinx to proliferate field upgradable embedded systems. Product announcements in the quarter included: VxWorks(R) AE, Tornado(R) for Intelligent I/O 2.0, Tornado for Managed Switches 2.0, BlueThunder(TM) and StormPad(TM) for Internet appliance development, the OSEK product line for automotive, and new WindNet(TM) ATM/MPLS networking protocol suites. Lastly, Wind River successfully completed its recruitment search for a new chief financial officer with the appointment of Mike Zellner as vice president and CFO.

Q4 FY 2001 Outlook

The following statements are forward-looking and actual results may differ materially. Please consult page 3 of this press release for a description of certain risk factors and Wind River`s SEC reports for a complete description of risks. In response to SEC Regulation FD (Fair Disclosure), the Company plans to disseminate its quarterly business outlook, based on current expectations, in conjunction with its quarterly earnings releases and conference calls. The Company does not plan to provide any further material guidance on analysts` financial models beyond the information provided in its quarterly earnings release and conference call.

Mike Zellner, vice president and CFO for Wind River, said "We believe that we remain on track to achieve our stated goal of 38% revenue growth for this fiscal year, and we believe that we are also on track for $130 million in revenue and approximately $0.18 earnings per diluted share (excluding non-operating charges) for fiscal Q4."

Conference Call

Management will host a conference call at 2:00 p.m. Pacific Time on November 29, 2000 to discuss the Q3 results and the outlook for the near term. You may listen to the conference call by calling 800-863-4938 in the U.S. (706-634-7025 internationally). You may also listen to our live webcast at www.windriver.com. A replay will be available beginning at approximately 6:00 p.m. Pacific Time on November 29, 2000 through 11:59 p.m. on December 6, 2000. To listen to the replay, please call 800-642-1687 in the U.S. (706-645-9291 internationally) and enter the conference I.D. number 808885.

About Wind River

Wind River, www.windriver.com, is a worldwide leader in embedded software and services for creating connected smart devices. Wind River provides software development tools, real-time operating systems, and advanced connectivity for use in products throughout the Internet, telecommunications and data communications, digital imaging, digital consumer electronics, networking, medical, computer peripherals, automotive, industrial automation and control, and aerospace/defense markets. Wind River is how smart things think. Founded in 1983, Wind River is headquartered in Alameda, California, with operations in sixteen countries worldwide.

Except for the historical information contained herein, this news release contains forward-looking statements, including those relating to acquisition and integration costs, contemplated product offerings and market share that involve risks and uncertainties that could cause actual results to differ materially from those contemplated herein. Factors that could cause or contribute to such differences include but are not limited to timely development, acceptance and pricing of new products, the impact of competitive products and pricing, the potential slow down in funding for newer customers ("start-ups"), and other risk factors detailed in the company`s 2000 Annual Report on Form 10-K and other periodic filings with the Securities and Exchange Commission. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.

Note to Editors: Wind River Systems, the Wind River Systems logo, VxWorks, Tornado, BlueThunder, StormPad, and WindNet are trademarks or registered trademarks of Wind River Systems, Inc. All other names mentioned are trademarks, registered trademarks or service marks of their respective companies or organizations.

Wind River Systems, Inc.
Pro Forma Condensed Consolidated Statements of Income(1)(2)
(in thousands, except per share amounts)
(unaudited)

Three months ended Nine months ended
October 31, October 31,
2000 1999 2000 1999
-------- -------- -------- --------
Revenues:
Products $ 82,621 $ 56,143 $213,685 $147,049
Services 32,217 27,698 94,052 77,798
-------- -------- -------- --------
Total revenues 114,838 83,841 307,737 224,847
-------- -------- -------- --------

Cost of revenues:
Products 9,250 6,277 26,374 19,466
Services 16,573 10,853 45,729 30,901
-------- -------- -------- --------
Total cost of
revenues 25,823 17,130 72,103 50,367
-------- -------- -------- --------

Gross profit 89,015 66,711 235,634 174,480
-------- -------- -------- --------

Operating expenses:
Selling and marketing 45,246 31,305 125,452 85,676
Product development
and engineering 22,357 14,506 59,814 38,747
General and
administrative 10,547 7,652 29,587 20,093
-------- -------- -------- --------
Total operating
expenses 78,150 53,463 214,853 144,516
-------- -------- -------- --------

Income from
operations 10,865 13,248 20,781 29,964

Interest income and
other, net 4,690 1,998 19,574 6,975
-------- -------- -------- --------

Income before provision
for income taxes 15,555 15,246 40,355 36,939
Provision for income
taxes 5,833 5,392 15,133 13,248
-------- -------- -------- --------
Net income $ 9,722 $ 9,854 $ 25,222 $ 23,691
======== ======== ======== ========

Net income per share:
Basic $ 0.13 $ 0.16 $ 0.35 $ 0.38
Diluted $ 0.12 $ 0.15 $ 0.33 $ 0.36

Shares used in
per share calculation:
Basic 74,195 63,477 71,230 62,631
Diluted 79,236 65,976 76,659 65,538


1. The above Pro Forma Condensed Consolidated Statements of Income for
the third quarter of fiscal 2001 have been adjusted to exclude charges
of $100,000 in acquisition charges associated with the purchase of
ICESoft and $28.4 million of amortization of goodwill and purchased
intangibles.

The third quarter of fiscal 2000 was adjusted to exclude amortization
of goodwill and purchased intangibles of $2.5 million and acquisition
charges of $1.7 million associated with the purchase of Software
Development Systems, Inc. Also excluded was $1.3 million associated
with hiring our new Chief Executive Officer.

2. The Pro Forma Condensed Consolidated Statements of Income for the
first two quarters of fiscal 2001 have been adjusted to exclude
charges of $31.7 million in acquisition charges associated with the
integration of Integrated Systems, Inc., Embedded Support Tools Corp.,
and AudeSi Technologies, and $36.3 million of amortization of goodwill
and purchased intangibles.

The first two quarters of fiscal 2000 were adjusted to exclude
amortization of goodwill and purchased intangibles of $1.0 million,
acquisition-related and other charges of $7.6 million, and $500,000
related to the write-off of an investment in Xact. Also excluded was
$1.2 million incurred for the retirement package of the former Chief
Executive Officer.

Wind River Systems, Inc.
Condensed Consolidated Statements of Operations
(in thousands, except per share amounts)
(unaudited)

Three months ended Nine months ended
October 31, October 31,
2000 1999 2000 1999
-------- -------- -------- --------
Revenues:
Products $ 82,621 $ 56,143 $213,685 $147,049
Services 32,217 27,698 94,052 77,798
-------- -------- -------- --------
Total revenues 114,838 83,841 307,737 224,847
-------- -------- -------- --------

Cost of revenues:
Products 9,250 6,277 26,374 19,466
Services 16,573 10,853 45,729 30,901
-------- -------- -------- --------
Total cost of
revenues 25,823 17,130 72,103 50,367
-------- -------- -------- --------

Gross profit 89,015 66,711 235,634 174,480
-------- -------- -------- --------

Operating expenses:
Selling and marketing 45,246 31,305 125,452 85,676
Product development
and engineering 22,357 14,506 59,814 38,747
General and
administrative 10,547 8,937 29,587 22,565
Amortization of
intangibles 28,449 2,527 64,780 3,573
Acquisition-related
and other 100 1,740 31,848 9,296
-------- -------- -------- --------
Total operating
expenses 106,699 59,015 311,481 159,857
-------- -------- -------- --------

Income (loss) from
operations (17,684) 7,696 (75,847) 14,623

Interest income and
other, net 4,690 1,998 19,574 6,475
-------- -------- -------- --------

Income (loss) before
provision for
income taxes (12,994) 9,694 (56,273) 21,098
Provision for
income taxes 3,000 3,495 9,500 9,587
-------- -------- -------- --------
Net income (loss) $(15,994) $ 6,199 $(65,773) $ 11,511
======== ======== ======== ========

Net income (loss)
per share:
Basic $ (0.22) $ 0.10 $ (0.92) $ 0.18
Diluted $ (0.22) $ 0.09 $ (0.92) $ 0.18

Shares used in
per share calculation:
Basic 74,195 63,477 71,230 62,631
Diluted 74,195 65,976 71,230 65,538


Wind River Systems, Inc.
Condensed Consolidated Balance Sheets
(in thousands, except per share amount)

October 31, January 31,
2000 2000
(unaudited)
--------- ---------
ASSETS
Current assets:
Cash and cash equivalents $ 85,621 $ 77,929
Short-term investments 48,036 28,683
Accounts receivable, net 102,992 79,586
Prepaid and other current assets 41,902 35,375
--------- ---------
Total current assets 278,551 221,573
Investments 137,479 205,945
Property and equipment, net 63,893 56,331
Intangibles 437,848 35,728
Other assets 18,564 9,769
Restricted cash 56,494 39,744
--------- ---------
Total assets $ 992,829 $ 569,090
========= =========


LIABILITIES AND STOCKHOLDERS` EQUITY
Current liabilities:
Accounts payable $ 14,811 $ 10,551
Line of credit 6,504 5,094
Accrued liabilities 30,095 22,287
Accrued compensation 29,068 17,910
Income taxes payable 19,884 9,581
Deferred revenue 54,930 49,401
--------- ---------
Total current liabilities 155,292 114,824
Deferred taxes payable 5,869 11,574
Long-term debt 140,047 140,598
--------- ---------
Total liabilities 301,208 266,996
--------- ---------

Minority interest in
consolidated subsidiary 98 878
--------- ---------

Stockholders` equity:
Common stock 76 66
Additional paid in capital 693,877 216,149
Loan to stockholder (2,009) (1,900)
Treasury stock, at cost (29,488) (29,488)
Accumulated other comprehensive
income (loss) (5,050) 16,499
Retained earnings 34,117 99,890
--------- ---------
Total stockholders` equity 691,523 301,216
--------- ---------
Total liabilities and
stockholders` equity $ 992,829 $ 569,090
========= =========

[tschernobyl]

CNBC- POWER LUNCH


WIND RIVER SYSTEMS, INC. (WIND) CHAIRMAN AND CO-FOUNDER JERRY FIDDLER ON EARNINGS


NOVEMBER 30, 2000



SUMMARY: Fiddler says their customers are those who are building smart devices. He says the company`s market is broad based. He then says the biggest growth is throughout the Internet and on the server side of the business.



Bob: Wind River System is reporting better than expected earnings for it`s third quarter after yesterday`s closing bell. The embedded software maker posted profits of 12 cents a share that compared with 15 cents last year. That was two cents ahead of Wall Street estimates of 10 cents per share. Revenue rose 37% to 114 million dollars. Net income rose 26% to 9.7 million dollars. Shares of Wind are down more than 6%. Let`s take a look this afternoon. It is off 28 cents, we are talking about at $37.88. They have traded higher today after a lower start. Here to talk more about the embedded software maker is Wind River chairman, Jerry Fiddler live from CS First Boston Conference in Arizona. Sir, thank you for joining us. Give us a feel for where the market is going and who you have to hope does well? This is beacuase you are not an end product, you have to rely on being in other products.


Yes, but we are in such variety of products. Our customers are basically anybody building a smart device, especially connected smart devices. These are all of the things around us that have microprocessors that are now called computers. This is everything from IO equipment and servers and storage equipment to the network instruction, to the client devices like cameras and Sony Internet Walkman and printers and all sorts of things. Really our market is so broad based that it is not any one segment that we are so totally sensitive to.


Bob: How far ahead of the actual purchase of a product, like a digital camera or something like that, how far ahead of time are you selling your embedded software for that?


Well, we were generally in the very beginning of the cycle. So, when we the start bringing hardware up it could be anywhere between six months and two years before the product is shipped. Then with lot of our customers we`re doing so many products that we are engaged guide continuously with them. We have recent acquisition of a company called Rapid Logic, which puts us very much in the device management space. Now we are engaged with them even after the device is deployed to help manage those devices.


Bob: I guess what I am trying to get feel for is, are you seeing any slow down, because there were people saying that the economy is indeed slowing we are down significantly those are the fundamental but, anything that is concerning that raises a red flag for you?


Well, our experience has been that when there is pressure in the way our customer seems to respond is they outsource more. They tend to innovate more, they tend to take the opportunities to say we need something new. Both of those trends are good for us. So, in fact we have not been coupled very strongly to the sort of economic pressure that I think you are referring to.


Bob: Where are you seeing biggest growth?


It is definitely throughout the Internet, all through it. Both infrastructure and the new client devices, everything from home Gateways to new Internet appliance. Also, we are seeing quite a lot of growth on the server side because we are very prevalent there in storage and in network management, just in IO in general.


What make`s your product preferable to say competitors which includes Microsoft? What makes people buy you?


What`s unique about Wind River is we are an end to end really in two ways. We are end to end through out the Internet because our software is key and pervasive in servers in infrastructure and in the clients. We are also end opened throughout the development cycle. We can help the customers do everything from bringing up their hardware, supply software tools, operating systems middle ware of various types, JAVA protocol, all of way through full solution products. We wrap that you all in a set of services and now even help manage the devices once they are deployed. There really is no one else who has that chain available.


Bob: All right. Thank you very much and enjoy your visit to Arizona. It is a good time of year to be there. Our thanks to Wind River Chairman, Jerry Fiddler joining us from Arizona. Here is a look at the company over the past year where they have traded. They are not they are up from lows, but they not really gone a great deal to the plus side today. It is a rough market only down half a percent. It is trading at $38.

[tschernobyl]

Hi!

Fette Stellen sind von mir hervorgehoben. Übrigens sitzt der Schreiber dem weitverbreiteten Irrtum auf, dass ein Realtime-OS unbedingt etwas mit Schnelligkeit zu tun hat. Vielmehr ist eine Verarbeitung innerhalb einer maximalen Zeitspanne gemeint, die durchaus auch mehrere Sekunden betragen kann. Nur darf sie nicht überschritten werden.

Tschernobyl

---------------------------------------------------------
Wind River`s Early Lead
With Linux-based companies vying to dethrone Wind River as the embedded cup-holder, the game`s still a toss-up. Having been at the game longer, Wind River`s out to an early lead. Winning the time-to-market game is the top priority of potential customers, and Wind River sells the ability to get things done.

By Mike Trigg (TMF Tonto)
December 11, 2000

Open source software provider Red Hat (Nasdaq: RHAT) announced an embedded design win with Cradle Technologies today, showing again the company`s efforts in the red-hot embedded systems market. According to the press release, Cradle`s stream processing chips will use Red Hat`s consulting services and embedded development tools and operating systems (OS). Cradle`s stream processing chips, built on its Universal Microsystem platform, allow original equipment manufacturers (OEMs) to develop embedded systems by redesigning software, rather than continuously rebuilding the chip hardware.

After shooting up to Goliath-like highs, only later to return to reality, it`s apparent the once-unabashed enthusiasm for Linux-based companies has subsided. Nevertheless, investors continue to keep companies like Red Hat and VA Linux (Nasdaq: LNUX) on the radar. And while server sales remain strong, recent PC maker earnings warnings suggest desktop computers don`t share such favor. In order to sustain any type of success, many Linux-based companies have aggressively entered the embedded space.

Embedded operating systems are invisible to the end user, traditionally powering things like robots, car engines, and radar systems. However, as computing resources expand past personal computers to newer devices -- such as handheld computers, cellular phones, and kitchen appliances -- a significant opportunity exists, particularly considering the advent of Internet devices. Market research firm International Data Corp. estimates the information appliance market will grow from $2.4 billion in 1999 to $17.8 billion in 2004.

Who will win?
As expected, competitive pressures are high with opposition from companies such as Microsoft (Nasdaq: MSFT) and Wind River Systems (Nasdaq: WIND). Which company will ultimately win the embedded race? At the moment, the race is still too close to call. An embedded standard still doesn`t exist with many companies developing their own embedded tools. As the product development process becomes more complex, more and more companies, vying to get products to market first, will seek out a standard embedded operating system and set of tools.

With Linux-based companies vying to dethrone Wind River as the embedded leader, the game`s still a toss-up. The open sourced Linux has a chance to become that de facto standard, offering low development costs and significant customization capabilities. Indeed, with most embedded operating systems proprietary, Linux supporters would argue that little available software for such systems exists and development costs are significantly higher. While Linux is commonly censured for not operating in real time, add-ons are available to create such capabilities. (A real-time operating system refers to a control program that can respond immediately to input signals and transactions.)

The mighty Microsoft has also entered the mix, perhaps vindicating the market`s tremendous potential. A Forbes article last month noted, however, that working with Microsoft has its drawbacks. In the piece, the CEO of an electronic textbook company points out that if different features are needed, Microsoft`s development schedule is roughly 12 to 18 months. On the other hand, according to the article, Wind River could create the additional software in significantly less time.

The Wind advantage
Wind River is still the king of this space, boasting dominant market share. Having been at the game longer, Wind River`s operating system and array of tools and customer support surpass its competition. The company also works with a huge value chain of partners that includes Intel (Nasdaq: INTC) and Cisco (Nasdaq: CSCO). With winning the time-to-market game the top priority of potential customers, Wind River sells the ability to get things done. The same can`t be said for the competition.

While Linux is standardized and supported by tens of thousands of programmers who understand how to write the software, many companies are unwilling to donate their intellectual property to the entire Linux community. Moreover, there`s an accountability issue. If a problem arises, the solution might only be found among the entire Linux community, rather than a single vendor. Those reasons and others have propelled Wind River to an early lead.

[T-P]

Hallo Tschernobyl,

kannst Du mir vielleicht sagen, wo ich Aussagen zur Aktionärsstruktur von WIND bekomme? Bisher bin ich da noch nicht fündig geworden. Danke Dir im vorraus.
T-P

[T-P]

Quelle: Pacific Crest Securities

Pacific Crest

Wind River Systems – Kaufen


Neue Produkte bestärken strategische Ausrichtung, Bewertung ist attraktiver


- Wind River hat in den vergangenen Wochen eine Reihe neuer Produkte eingeführt, von denen wir glauben, dass sie wichtige Schritte auf dem Weg des Unternehmens zu einem One-Stop-Shop sind

- Entwicklungen schreiten wie geplant voran

- mit einer Kurs/Gewinnwachstums-Ratio von 1 im Vergleich zur Peer Group scheint Wind River attraktiv bewertet; hinzu kommt eine geringere Volatilität während der aktuellen Marktschwäche

- wir wiederholen unser Buy-Rating und empfehlen Anlegern auf der Suche nach Unternehmen, die der Entwicklung im Bereich Informations-Services und Netzwerk mit einem breit gefächerteren Angebot gegenüberstehen, das aktuelle Kursniveau zu nutzen, um Positionen in WIND auf- oder auszubauen.

[tschernobyl]

Hi T-P!

Ich antworte erst jetzt, weil ich die schlimmen Tage in der Südsee verbracht habe ;-) So wars dann doch nicht so schlimm.

Zu deiner Frage: Ich ziehe diese Infos immer von der Nasdaq-Seite (www.nasdaq.com). Tipp das Kürzel ein, und schau bei "Holdings/Insiders". Der Anteil der Institutionellen bei WIND ist übrigens auf teuflische 66,6% gestiegen ;-)

Der Firsthand Fund hält den grössten Teil. Kevin Landis, der Manager des Fonds - ist sowas wie ein Guru. Seine Performance die letzten Jahre überzeugt wirklich.

Tscherno

[tschernobyl]

Hallo,

ein "Strong-Buy"-Covering einer Softwarefirma in dieser Zeit liest man auch nicht so oft. Hier von Prudential Securities.

http://www.cnetinvestor.com/yahoonews/newsitem-yahoo.asp?SYM…

Wind River Systems STRONG BUY
WIND: THE ARRIVAL OF THE "POST-PC ERA" COULD LEAD TO A BANNER 2001 FOR WIND
WIND | $32.88 | OTC


We have observed increasing evidence of several converging trends which we think likely bodes well for Wind’s business in the near and long term.


We think 2001 could be a watershed year for Wind River Systems, which is well positioned to capitalize on the rise and mainstream adoption of “smart” devices.

[T-P]

die schlimmen Tage geflüchtet???? :-))

Danke Dir auch für den nasdaq.com Tip!!!!

[tschernobyl]

Hi!

Schlimme Tage sind für mich die an Weihnachten, vor allem im Regen. Wenn dann die Börse nach Süden geht, mach ich es halt auch. :-)

Hier noch was zum Thema Metabox *fg*. Fette Passagen sind von mir gekennzeichnet. Aperios ist übrigens das Sony-eigene Betriebssystem. Dem aufmerksamen Leser wird es nicht entgangen sein, daß VxWorks von Wind River ist.
----------------------------------------------------------
http://www.digitalbroadcasting.com/content/news/article.asp?…


Sony to spin next-gen set-top for Cablevision
1/9/2001
Jan. 09, 2001 (Electronic Engineering Times - CMP via COMTEX) -- Las Vegas - Sony Electronics Inc. has developed a next-generation interactive digital cable set-top platform to Cablevision Systems Corp.`s specs in a collaboration billed as a billion-dollar deal. Sony said the move cements its commitment to become a full-fledged player in the U.S. cable set-top market.

Under the Cablevision agreement, announced here Jan. 5 on the eve of the 2001 Consumer Electronics Show, Sony will manufacture and ship up to 3 million boxes, collectively valued at about $1 billion, to the cable operator over a three-year period starting this year.

The advanced set-top, based on an R5000-class, 300-Mips application pro-cessor from NEC Corp., promises a sophisticated graphical user interface and such applications as video-on-demand, e-commerce, interactive TV and e-mail. It provides always-on access to a managed Web environment featuring customized Internet and local content and a broadband cable modem that enables a high-speed bidirectional interactive connection. The box comes with 32 Mbytes of DRAM and a 16-Mbyte flash memory.

Tony Aoki, director of business development for Sony Electronics` Network Entertainment of America Division, said the set-top`s software, hardware and middleware are fully integrated with the head-end operations.

But in a move that may surprise some in the industry, Sony passed on its own Aperios operating system as the OS for the box. "After evaluating a variety of operating systems, including Aperios, and the availability of tool sets, we decided to use VxWorks," said Aoki. "Time-to-market was the most critical factor in this decision."

Further, the set-top uses none of the off-the-shelf middleware available from such vendors as Liberate, Microsoft Corp., OpenTV and Canal+. "At the time of our initial design phase-the fall of 1999-none of the middleware was ready to our satisfaction," Aoki said. "Knowing that much of Cablevision`s specification was still a moving target at that stage, we figured that writing our own middleware would give us much-needed flexibility."

Sony thus developed its own TV media control handlers for implementation in middleware. A content developers` kit will allow third-party application developers to write to the Sony middleware.

The current-generation box supports HTML and JavaScript but not Personal Java. Aoki said Cablevision`s road map requires the inclusion of Personal Java support in a future implementation.

Again, because Sony engineers needed to finish the advanced set-top design more than a year ago, the box-already manufactured in volume in Japan and demonstrated at CES-packs somewhat complex, discrete ICs in place of the integrated chip sets that have more recently become available.

The current-generation set-top uses ATI`s 3-D graphics controller, C-Cube Microsystems` MPEG-2 audio/video decoder and Sony IEEE-1394 silicon that provides digital transmission content protection. The set-top is not equipped to decode digital high-definition TV signals, but the IEEE-1394 silicon will be used for "passing through HDTV signals" to another set-top or HDTV set, according to Aoki.

To meet a Cablevision requirement, Sony also took the unusual route of incorporating two cable-modem chips: one based on the Data over Cable System Interface Spec and the other on the Digital Audio-Visual Council spec. The Docsis chip, supplied by Conexant, provides in-band video functions, primarily for bringing Web pages and Java applications to the set-top. The Davic chip, supplied by C-Cube, offers an out-of-band channel to send critical system information.

Hacking concerns

"Cablevision did not want to use Docsis` in-band channel for sending system information, because they are concerned that its security system could be hacked," Aoki said.

Cablevision, for its part, is touting the set-top`s open-platform characteristics. To ease the plug-in of peripherals, the box comes with two Universal Serial Bus (USB) ports in addition to its IEEE-1394 port. Two smart card slots are provided to enable card-based e-commerce and security applications.

To meet a Federal Communications Commission requirement intended to allow set-tops to be sold on the retail market, the first-generation box provides space for installation of a point-of-deployment (POD) module. But it does not come with the module itself, since "the POD specification wasn`t final" by manufacturing time, Aoki said. The Sony cable set-tops will be directly supplied to Cablevision.

At Cablevision`s request, Sony also developed another interactive digital cable receiver, designed as a cost-effective, secondary unit for watching movies. The box comes with a Davic cable modem, 32 Mbytes of DRAM and 8 Mbytes of flash but lacks USB and IEEE-1394 ports.

Sony hopes to use the platform, which can be modified to meet other cable operators` system requirements, as a springboard into the broader U.S. market. While the current version runs Sony middleware, "if cable operators want us to use other middleware, our architecture is modular enough to accommodate that need," Aoki said.

Sony has already manufactured several hundred set-tops for Cablevision and plans to ship several thousand units to the cable operator by the end of the month. Cablevision plans to test the units in a pilot program involving a few hundred homes over the next several months and to kick off commercial deployment in the second half. Full deployment to Cablevision`s 3 million subscribers is expected by the end of 2003.

http://www.eetimes.com/



Forward This Article To An Associate

[tschernobyl]

Das ist stark. Eine Firma, die Linux sogar im Namen trägt, wählt VxWorks als Betriebssystem. T-P, hast du eigentlich beruflich mit dem Bereich zu tun?


ZF Linux Devices to Add VxWorks RTOS to Provide Embedded Solution for Internet Appliance Market ...

http://biz.yahoo.com/bw/010112/ca_zf_linu.html

[NoamX]

Sehr gute Postingserie über WIND im SI:

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=15257…

..und die dazugehörigen Prognosen für die Royalities für WIND. Bitte nicht erschrecken vor den hohen Wachstumszahlen (Zielgröße 1,6 Mrd in 2005):

http://www.net-gain.com/wind/spreadsheets/royalty.html
bzw.:
http://www.net-gain.com/wind/spreadsheets/

NoamX

[tschernobyl]

Hallo Noam!

Ich halte die prognostizierten Umsätze (die auch keine offiziellen Zahlen von WRS sind) für doch etwas stark übertrieben, auch wenns micht nicht stören würde. Die Hälfte würde mir aber schon reichen ;-)

------------------------------------------------------------

Wind River, Motorola Create Center of Excellence to Deliver Leading Software for Prominent PowerPC Microprocessors

AUSTIN, Texas and ALAMEDA, Calif., Feb. 12 /PRNewswire/ -- Motorola Inc. (NYSE: MOT) and Wind River Systems, Inc. (Nasdaq: WIND) today announced that Motorola has joined Wind River`s "Center of Excellence" program. Motorola and Wind River have signed a multi-year agreement to facilitate the development, optimization, marketing, and distribution of Wind River`s premier embedded software products across Motorola`s line of PowerPC(TM) microprocessors. With over 80% market share+, Motorola is the leading supplier of communications processors which enable customer`s to develop a wide range of products for next generation networks, and Wind River is the worldwide leader in embedded software and services for creating connected smart devices.

This strategic initiative will deliver optimized solutions when silicon first becomes available, allowing customers to leverage the latest advances in Motorola`s silicon technology. By using an off-the-shelf, integrated solution, customers developing products with Motorola`s line of PowerPC microprocessors and Wind River`s embedded software gain greater advantage over their competitors, realizing reduced costs and shortened development cycle times. This relationship demonstrates Wind River`s strategy for building close relationships with key semiconductor partners to reduce the complexity of embedded technology development and facilitate the creation, availability, and innovation of sophisticated leading edge products. It also demonstrates Motorola`s strategy of continuing strong alliances with valued third parties as a crucial element in delivering Smart Networks Platform solutions.

"Motorola and Wind River have each previously introduced key strategic initiatives focused on delivering optimized solutions to their customers rather than just point products -- the Motorola Smart Networks Platform and Wind River`s Center of Excellence program," said John G. Metz, Vice President of Sterling Research. "An agreement such as this between these two industry leaders which combines the strength of Motorola`s PowerPC family of microprocessors with Wind River`s embedded software products will significantly strengthen their ability to support and grow their market positions by providing best in class integrated solutions for the networking industry."

Through the Center of Excellence, Wind River and Motorola will establish joint engineering and marketing relationships for Motorola PowerPC processor focused products. Wind River products, including the Tornado(R) Tools development environment, VxWorks(R) and VxWorks AE real-time operating systems, and Diab(TM) C/C++ compilers, RTA Suite(TM), SingleStep(TM) debuggers and Personal Jworks(TM) PersonalJava(TM) application environment will provide optimized support for Motorola`s PowerPC architecture family. These software products, distributed by Wind River, are planned to cover current and future PowerPC processor families from Motorola that are ideal for network control and storage, telecommunications, high-end embedded, scientific and computing applications.

"With the creation of the Motorola and Wind River Center of Excellence we expect to provide our customers a more comprehensive hardware and software solution earlier in the processor product life cycle, enabling them to begin their application development with early silicon," said Daniel Artusi, corporate vice president and general manager of Motorola`s Networking and Computing Systems Group. "Motorola has more than 300 customers and thousands of design wins based on our Smart Networks Platform. We are extremely pleased to work with Wind River to provide these customers comprehensive, reliable, and adaptable software solutions in order to speed their time-to-market and encourage continuous innovation."

"Wind River is pleased to take our already strong relationship with Motorola to the next-level through our Center of Excellence Initiative," said John Fogelin, vice president and general manager of Wind River`s Platforms business unit. "The PowerPC architecture is extremely popular with our customers and we are pleased to help these customers by having Motorola in our Center of Excellence program. Motorola is a recognized leader in the industry, and by working together we will ensure timely availability of leading embedded software and hardware technologies, simplifying our customers` development process and reducing their costs so that they can build cutting-edge applications and devices with more functionality in less time."

The Center of Excellence for Motorola`s PowerPC architecture will be jointly funded and will create a dedicated team of engineers committed to the implementation, optimization, and deployment of new products for mutual customers. The Wind River/Motorola Joint Steering Committee plans to ensure a long-term solution-based road map and tighter integration between Motorola PowerPC processors and Wind River`s software development tools and integrated software solutions. Specific product enhancements include compiler, debugger, and kernel optimizations, support for future PowerPC cores, and new Motorola evaluation Board Support Packages (BSPs) for Tornado(R) II and Tornado AE during the term of this agreement. Availability

The first scheduled products from Motorola and Wind River`s Center of Excellence are expected to include Tornado support for Motorola`s MPC7410 and MPC7450 processors with the delivery anticipated to begin in the first half of 2001. This support adds to Wind River`s extensive PowerPC architecture product portfolio from Motorola with support currently available for Motorola`s MPC5xx, MPC6xx, MPC7xx, MPC8xx, MPC74xx, and MPC82xx PowerPC microprocessor families. This includes support for the MPC7400 processor with AltiVec technology with Diab C/C++ Compilers, RTA Suite, visionCLICK, visionICE II, visionPROBE II and visionTRACE products. Additional Wind River product offerings supporting the PowerPC architecture include Tornado for OSEKWorks(TM), Wind River`s implementation of the OSEK/VDX specification designed for the automotive market, with support for the MPC555 processor and Tornado for Managed Switches, a complete embedded software solution for building manageable data networking switch and router equipment, with support for the MPC6xx, MPC7xx, MPC74xx, MPC8xx, and MPC82xx processor families. Wind River is also a Motorola certified PowerPC silicon training representative for PowerPC MPC7xx, MPC860, MPC74xx and MPC8260 processors and was recently selected by Motorola to offer specialist microcode and protocol optimization capabilities for the MPC8260 PowerQUICC II and related communications processor architectures through it`s extensive design services organization. About Motorola

As the world`s #1 producer of embedded processors, Motorola`s Semiconductor Products Sector offers multiple DigitalDNA(TM) technologies which enable its customers to create "smart" products and new business opportunities in the networking and computing, wireless communications, transportation, and home networking markets. Motorola`s worldwide semiconductor sales were $7.9 billion (USD) in 2000. http://www.motorola.com/semiconductors/" target="_blank" rel="nofollow ugc noopener">http://www.motorola.com/semiconductors/

Motorola, Inc. (NYSE: MOT) is a global leader in providing integrated communications and embedded electronic solutions. Sales in 2000 were $37.6 billion. http://www.motorola.com About Wind River

Wind River, www.windriver.com, is a worldwide leader in embedded software and services for creating connected smart devices. Wind River provides software development tools, real-time operating systems, and advanced connectivity for use in products throughout the Internet, telecommunications and data communications, digital imaging, digital consumer electronics, networking, medical, computer peripherals, automotive, industrial automation and control, and aerospace/defense markets. Wind River is HOW SMART THINGS THINK(TM). Founded in 1983, Wind River is headquartered in Alameda, California, with operations in sixteen countries worldwide.

Wind River Systems, the Wind River Systems logo, Tornado, VxWorks, Diab, RTA Suite SingleStep, Personal Jworks, PersonalJava and HOW SMART THINGS THINK are registered trademarks or trademarks of Wind River Systems, Inc.

MOTOROLA and the Stylized M Logo are registered trademarks of Motorola, Inc. DigitalDNA, the DigitalDNA logo, and PowerQUICC are trademarks of Motorola, Inc. Printed in the U.S.A.

All other names mentioned are trademarks, registered trademarks or service marks of their respective companies.

+Dataquest Monday Report, June 12, 2000, Ida Rose Sylvester


For more information contact Justin M. Kuykendall of Wind River, 510-749-2727, [e-mail]; or Nelda Currah of Motorola Inc., 512-933-8536, [e-mail]


/CONTACT: Justin M. Kuykendall of Wind River, 510-749-2727, [e-mail]; or Nelda Currah of Motorola Inc., 512-933- 8536, [e-mail]/

[NoamX]

@Tschernobyl

Klar sind die Zaheln übertrieben. Das WIND in allen diesen Märkten Marktanteile von 80% haben wird, dürfte doch übertrieben sein, wie auch die sehr optimistischen Schätzungen für die Größe der einzelnen Märkte und auch der Lizenzgebühren je verkauftem OS.

Egal - wie du auch sagst, die Hälfte würde auch schon reichen. Ich denke, WINDs Hauptproblem könnten die mangelnden Markteintrittsbarrieren für die Konkurrenz sein, siehe die Anstrengungen von MSFT und QCOM (mit dem neulich angekündigten BREW http://www.qualcomm.com/cda/pr/view/0,1800,505,00.html) einen Teil des Marktes abzuschöpfen. Ich schätze aber positiv, daß auch im Worst-Case Scenario für WIND noch genug übrigbleibt - Lizenzeinnahmen sind mir doch immer die liebsten, haben sie doch fast 100% Bruttomarge.

Hat jemand sonst mal ein quantitatives Modell für WINDs zukünfige Earnings gemacht/gesehen?

NoamX

[tschernobyl]

Hi Noam!

Man merkt, dass du aufmerksamer Leser des SI-Boards bist ;-)
Die Markteintrittsbarrieren schätze ich für die Konkurrenz sehr hoch ein, siehe die (bisher) vergeblichen Bemühungen keines Geringeren als Microsoft. Ich denke da u.a. an das Desaster bei Settop-Boxen. Der Qualcomm-Software wird im SI-Board keine grosse Zukunft prophezeit, was ich aber nicht beurteilen kann. Sowohl MS als auch Qualcomm zu unterschätzen wäre natürlich eine Dummheit, die ich WRS aber nicht zutraue. Ich sehe eher Gefahr aus dem Linux-Lager, nicht etwa weil es besser oder billiger oder was auch immer wäre. Es gibt viele Linux-Fetischisten, die auf Teufel komm raus Linux bevorzugen, weil es "hip" ist. Insbesondere die "frischen" Informatiker sind davon geprägt, so meine Erfahrung.

Der WRS-Produktpalette kann bis dato aber niemand das Wasser reichen, was wichtige Punkte anbelangt. Vollständigkeit, Stabilität, Zahl der verfügbaren Fachkräfte (auch wenn es immer noch zu wenige gibt), Investitionssicherheit. Erwähnenswert ist z.B. bei der Zusammenarbeit NEC/Siemens der Punkt der Kommunikation zwischen beiden Firmen, die ich mir bei einem weitgehend standardisierten Produkt wie Tornado/VxWorks wesentlich einfacher vorstelle als bei Linux.

Den Kurs interessierts aber mal wieder nicht was ich so meine. Ich bin gespannt, was gestern wieder los war.

Tscherno

[NoamX]

Nicht nur des SI boards:

http://www.fool.com/portfolios/rulebreaker/2001/rulebreaker0…

NoamX

[tschernobyl]

Hi,

das hört sich (mal wieder) sehr gut an. Übrigens ist der inst. Anteil bei WIND auf über 80% gestiegen (Quelle: Nasdaq). Warten wir auf die guten Dinge, die da hoffentlich kommen.

[T-P]

...melde mich wieder zurück...:-)))) kann mr mal jmd erklären, was da die letzten Tage passiert ist, mein Limit lag bei 30€ und wurde ja nun tatsächlich unterschritten, kennt Ihr vielleicht Gründe für den Rückgang?????

Was mir bei dem hohen institutionellen Anteil ein wenig Sorge macht ist die Abhängigkeit von WIND von denen, sobald die (zumeist überzogenen) Erwartungen der Analysten nicht erfüllt werden, veraschieden die Fonds sich doch eher gerne von ihren Investments...

T-P

[tschernobyl]

Hi T-P,

ich denke, die gedämpften Erwartungen der Netzinfrastruktur-Firmen wie Cisco und Nortel schlagen auch auf WIND zurück, da sie ja ziemlich viel Umsatz mit Systemen für Router machen. Übrigens lag mein virtuelles Stop-Loss auch bei irgendwas um die 30€, ich hab aber noch nicht verkauft.

Ferner hat der Landis-Fonds WIND reduziert, was aber andere Fonds mehr als aufgefangen haben. Deine Befürchtungen hinsichtlich der Fondsanteile in WIND sind natürlich begründet. Ich hatte das von dir angedeutete Szenario mit Citrix erlebt. Das war wirklich ein Massaker. Andererseits gibt ein hoher inst. Anteil mir ein wenig Vertrauen dahingehend, dass ich die richtige Wahl getroffen habe. Die wissen i.d.R. mehr als wir. Was aber nicht heisst, dass sie nicht irren können ;-)

Sehr interessant übrigens die Kooperation von BE mit WIND. Den Link findet man im SI-Thread. Warum das keine Ad-Hoc wert war, verstehe ich übrigens nicht.

Tscherno

[tschernobyl]

Hallo!

Wind River hat m.E. für dieses Umfeld hervorragende Zahlen gemeldet. Was meint ihr?

Tscherno

---------------------------------------------------------

Wind River Systems Reports Record Fourth Quarter Revenues of $130.2 Million
ALAMEDA, Calif.--(BUSINESS WIRE)--March 1, 2001--


43% Revenue Growth for Q4, Operating Income Up 103% from Q3; Annual Revenue of $438 million 39% Higher than FY 2000, Net Income Up 44%

Wind River Systems, Inc. (Nasdaq:WIND), a leading provider of software and services for connected smart devices, reported its fourth quarter fiscal 2001 operating results for the period ended January 31, 2001.

Total revenues for the fourth quarter were $130.2 million, a 43% increase from revenues of $91.2 million reported in the same period of fiscal year 2000 and 13% higher than Q3. Operating income (excluding non-operating charges) was $22.0 million or 16.9% of revenue compared to $10.9 million or 9.5% of revenue in the third fiscal quarter this year, and $5.0 million or 5.4% of revenue for the fourth quarter last year. Net income (excluding non-operating charges) was $15.5 million or $0.19 per diluted share compared to $9.7 million or $0.12 per diluted share in the third fiscal quarter, and $4.5 million or $0.06 per diluted share for the fourth quarter last year. Non-operating charges include costs associated with various acquisitions and the amortization of goodwill, purchased technology, and other intangibles.

"We are quite proud of our results this quarter. This marks the third consecutive quarter of double-digit sequential revenue growth, building on our momentum coming out of Q3," said Mike Zellner, vice president and chief financial officer of Wind River. "Royalties revenue was strong this quarter at $36.0 million, up 39% in a single quarter. Our operating income more than doubled from Q3 to Q4 - excellent progress in our program to drive operating margins back to 20%. We are cash-flow positive - cash, cash equivalents and investments have increased to over $350 million, so our balance sheet continues to be quite strong," Zellner added.

Revenues for fiscal year 2001 were $438.0 million, a 39% increase from revenues of $316.1 million reported in the same period of fiscal 2000. Excluding non-operating charges, operating income was $42.8 million compared to $34.9 million for the corresponding period in fiscal 2000. Excluding non-operating charges, net income was $40.7 million (44% higher than net income of $28.2 million for fiscal year 2000) or $0.52 per diluted share, compared to $0.42 per diluted share in fiscal 2000.

For the fourth quarter of fiscal year 2001, on an as-reported basis, including $31.1 million of amortization of goodwill, purchased technology and other intangibles and $1.4 million of acquisition related charges, net loss was $10.6 million or a loss of $0.14 per diluted share compared to a net loss of $1.1 million or $0.02 per diluted share for the same period in the prior year.

For the fiscal year 2001, on an as-reported basis, including $95.9 million of amortization of goodwill, purchased technology and other intangibles and $33.3 million of acquisition related charges, net loss was $76.4 million or a loss of $1.05 per diluted share compared to net income of $10.4 million or $0.15 per diluted share for the same period in the prior year.

Q4 FY 2001 Highlights


During the quarter, Wind River announced the full availability of VxWorks(R) AE and the associated Tornado(R) development tools, collectively known as the Tornado AE platform. Tornado AE implements an innovative new computing paradigm for developing embedded applications that require the highest levels of reliability, availability, and serviceability. Wind River also introduced the latest addition to its expanding line of "solution-level" products: Tornado for Home Gateways, an integrated software platform and development environment for home and small office gateway equipment. This offering is suitable for developing anything from a simple DSL or cable modem to a robust Internet access-sharing device with home networking capabilities.

Wind River deepened its strong relationships with several strategic partners in Q4, including Motorola and IBM. With Motorola, Wind River established a new Center of Excellence to facilitate the development, optimization, marketing, and distribution of Wind River`s premier embedded software products across Motorola`s line of PowerPC(TM) microprocessors. Motorola also joined Wind River`s value-added reseller program by integrating Motorola`s MCT5100 M-DTV(TM) module and Wind River`s VxWorks real-time operating system to allow OEMs to develop digital TV products and set top box products with improved time to market. Wind River and Motorola`s C-Port(TM) Corporation announced plans to develop a reference design switch support package to integrate the C-Port C-5(TM) Network Processor with Wind River`s Tornado for Managed Switches 2.0 product line.

Wind River is also working with IBM to offer a comprehensive hardware and software solution for advanced routing and switching applications by integrating Tornado for Managed Switches 2.0 with IBM`s PowerNP network processors.

"I think our accomplishments this quarter and this fiscal year speak for themselves," said Tom St. Dennis, president and CEO of Wind River. "We are delivering on our commitments to customers, which in turn is generating record bookings for Wind River. As embedded software becomes a strategic component of our customers` businesses, as opposed to a tactical issue, we are seeing more and more customers who are finding it vital to leverage Wind River`s products and services. We are helping them to get to market faster, while simultaneously reducing their development risks. Wind River has never been in a stronger position, and our customers are validating our investments in technology with their endorsements and purchases."

Q1 and FY 2002 Outlook


The following statements are forward-looking and actual results may differ materially. Please consult page four of this press release for a description of certain risk factors and Wind River`s SEC reports for a complete description of risks. In response to SEC Regulation FD (Fair Disclosure), the Company plans to disseminate its quarterly business outlook, based on current expectations, in conjunction with its quarterly earnings releases and conference calls. The Company does not plan to provide any further material guidance on analysts` financial models beyond the information provided in its quarterly earnings release and conference call.

Wind River continues to expect revenue to grow 30% in fiscal year 2002 (FY 2002), to reach approximately $570 million. For the first time, Wind River is now providing more details regarding the FY 2002 outlook:

-- Operating Margin is expected to expand by 40% in FY 2002 for the
full year, although the margin expansion will vary in any
particular quarter. Given the operating margin result of 9.8% for
FY 2001, Wind River expects operating margin to increase to
approximately 14% for the full fiscal year 2002.

-- Other income is expected to contribute approximately $2.5 million
in revenue per quarter in FY 2002.

-- Provision for income taxes is expected to be approximately 37.5%
of pre-tax income in FY 2002.

-- The fully-diluted share count is currently expected to grow by
approximately one million shares per quarter.

-- Wind River is now introducing an earnings goal for the upcoming
fiscal year. Fully-diluted earnings per share (excluding
non-operating charges) are expected to be in the range of $0.68 to
$0.70 for FY 2002.

-- Revenue by quarter is expected to follow the typical distribution
throughout the year. As such, Wind River is introducing a revenue
goal of $116 million for Q1 FY 2002, which is consistent with
historical Wind River revenue trends at slightly more than 20% of
the annual goal.

-- Earnings for Q1 FY 02 are expected to be approximately $0.06 per
share (excluding non-operating charges) with a fully-diluted share
count of approximately 81 million shares, for Q1.

-- Days Sales Outstanding (DSO) may increase from 82 days in Q4 FY
2001 to approximately 80 to 95 days in Q1 FY 2002.

Conference Call
Management will host a conference call at 2:00 p.m. Pacific Time on March 1, 2001 to discuss the Q4 results and the outlook for the near term. You may listen to the conference call by calling 800/863-4938 in the U.S. (706/634-7025 internationally). You may also listen to our live webcast at www.windriver.com. A replay will be available beginning at approximately 6:00 p.m. Pacific Time on March 1, 2001 through 11:59 p.m. on March 7, 2001. To listen to the replay, please call 800/642-1687 in the U.S. (706/645-9291 internationally) and enter the conference I.D. number 844387.

About Wind River


Wind River, www.windriver.com, is a worldwide leader in embedded software and services for creating connected smart devices. Wind River provides software development tools, real-time operating systems, and advanced connectivity for use in products throughout the Internet, telecommunications and data communications, digital imaging, digital consumer electronics, networking, medical, computer peripherals, automotive, industrial automation and control, and aerospace/defense markets. Wind River is how smart things think. Founded in 1983, Wind River is headquartered in Alameda, California, with operations in sixteen countries worldwide.

Except for the historical information contained herein, this news release contains forward-looking statements, including those relating to acquisition and integration costs, contemplated product offerings and market share that involve risks and uncertainties that could cause actual results to differ materially from those contemplated herein. Factors that could cause or contribute to such differences include but are not limited to timely development, acceptance and pricing of new products, the impact of competitive products and pricing, the potential slow down in funding for newer customers ("start-ups"), and other risk factors detailed in the company`s 2000 Annual Report on Form 10-K and other periodic filings with the Securities and Exchange Commission. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.

Note to Editors: Wind River Systems, the Wind River Systems logo, VxWorks, Tornado, Blue Thunder, StormPad and WindNet are trademarks or registered trademarks of Wind River Systems, Inc. All other names mentioned are trademarks, registered trademarks or service marks of their respective companies or organizations.

Wind River Systems, Inc.
Pro Forma Condensed Consolidated Statements of Income(1)(2)
(in thousands, except per share amounts)
(unaudited)

Three months ended Twelve months ended
January 31, January 31,
2001 2000 2001 2000
--------- --------- --------- ---------
Revenues:
Products $ 95,980 $ 63,629 $ 309,665 $ 210,678
Services 34,267 27,578 128,319 105,376
--------- --------- --------- ---------
Total revenues 130,247 91,207 437,984 316,054
--------- --------- --------- ---------

Cost of revenues:
Products 10,245 8,260 36,619 27,726
Services 17,583 12,461 63,312 43,362
--------- --------- --------- ---------
Total cost
of revenues 27,828 20,721 99,931 71,088
--------- --------- --------- ---------

Gross profit 102,419 70,486 338,053 244,966
--------- --------- --------- ---------

Operating expenses:
Selling and marketing 46,778 37,589 172,230 123,265
Product development
and engineering 23,191 16,554 83,005 55,301
General and
administrative 10,407 11,381 39,994 31,474
--------- --------- --------- ---------
Total operating
expenses 80,376 65,524 295,229 210,040
--------- --------- --------- ---------

Income from
operations 22,043 4,962 42,824 34,926

Interest income
and other, net 2,722 3,021 22,296 9,996
--------- --------- --------- ---------

Income before provision
for income taxes 24,765 7,983 65,120 44,922
Provision for
income taxes 9,287 3,462 24,420 16,710
--------- --------- --------- ---------
Net income $ 15,478 $ 4,521 $ 40,700 $ 28,212
========= ========= ========= =========

Net income per share:
Basic $ 0.20 $ 0.07 $ 0.56 $ 0.45
Diluted $ 0.19 $ 0.06 $ 0.52 $ 0.42
Shares used in per
share calculation:
Basic 76,178 64,489 72,467 63,096
Diluted 80,813 71,503 77,697 67,029


1. The above Pro Forma Condensed Consolidated Statements of Income
for the fourth quarter of fiscal 2001 have been adjusted to
exclude charges of approximately $1.4 million in acquisition
charges associated with the purchase of Rapid Logic, Inc. and
$31.1 million of amortization of goodwill and purchased
intangibles.

The fourth quarter of fiscal 2000 was adjusted to exclude
amortization of goodwill and purchased intangibles of $2.8 million
and acquisition charges of $600,000.

2. The Pro Forma Condensed Consolidated Statements of Income for the
first three quarters of fiscal 2001 have been adjusted to exclude
charges of $31.8 million in acquisition charges associated with
the integration of Integrated Systems, Inc., Embedded Support
Tools Corp., AudeSi Technologies, and ICESoft and $64.8 million of
amortization of goodwill and purchased intangibles.

The first three quarters of fiscal 2000 were adjusted to exclude
amortization of goodwill and purchased intangibles of $3.6 million
and acquisition-related and other charges of $9.3 million. Also
excluded was $1.2 million incurred for the retirement package of
the former Chief Executive Officer and $1.3 million associated
with hiring our new Chief Executive Officer, and $500,000 related
to the write-off of an investment in Xact.


Wind River Systems, Inc.
Condensed Consolidated Statements of Operations
(in thousands, except per share amounts)
(unaudited)

Three months ended Twelve months ended
January 31, January 31,
2001 2000 2001 2000
--------- --------- --------- ---------
Revenues:
Products $ 95,980 $ 63,629 $ 309,665 $ 210,678
Services 34,267 27,578 128,319 105,376
--------- --------- --------- ---------
Total revenues 130,247 91,207 437,984 316,054
--------- --------- --------- ---------

Cost of revenues:
Products 10,245 8,260 36,619 27,726
Services 17,583 12,461 63,312 43,362
--------- --------- --------- ---------
Total cost
of revenues 27,828 20,721 99,931 71,088
--------- --------- --------- ---------

Gross profit 102,419 70,486 338,053 244,966
--------- --------- --------- ---------

Operating expenses:
Selling and marketing 46,778 37,589 172,230 123,265
Product development
and engineering 23,191 16,554 83,005 55,301
General and
administrative 10,407 11,381 39,994 33,946
Amortization
of intangibles 31,083 2,771 95,863 6,344
Acquisition-related
and other 1,445 602 33,293 9,898
--------- --------- --------- ---------
Total operating
expenses 112,904 68,897 424,385 228,754
--------- --------- --------- ---------

Income (loss)
from operations (10,485) 1,589 (86,332) 16,212

Interest income
and other, net 2,722 3,021 22,296 9,496
--------- --------- --------- ---------
Income (loss)
before provision
for income taxes (7,763) 4,610 (64,036) 25,708
Provision for
income taxes 2,855 5,758 12,355 15,345
--------- --------- --------- ---------
Net income (loss) $ (10,618) $ (1,148) $ (76,391) $ 10,363
========= ========= ========= =========

Net income (loss)
per share:
Basic $ (0.14) $ (0.02) $ (1.05) $ 0.16
Diluted $ (0.14) $ (0.02) $ (1.05) $ 0.15
Shares used in per
share calculation:
Basic 76,178 64,489 72,467 63,096
Diluted 76,178 64,489 72,467 67,029


Wind River Systems, Inc.
Condensed Consolidated Balance Sheets(1)
(in thousands, except per share amount)

January 31, January 31,
2001 2000
(unaudited)
----------- -----------
ASSETS
Current assets:
Cash and cash equivalents(1) $ 92,431 $ 77,929
Short-term investments(1) 41,725 28,683
Accounts receivable, net 117,530 79,586
Prepaid and other current assets 41,304 35,375
----------- -----------
Total current assets 292,990 221,573
Investments(1) 155,412 205,945
Property and equipment, net 66,989 56,331
Intangibles 403,238 35,728
Other assets 23,552 9,769
Restricted cash(1) 61,324 39,744
----------- -----------
Total assets $ 1,003,505 $ 569,090
=========== ===========

LIABILITIES AND STOCKHOLDERS` EQUITY

Current liabilities:
Accounts payable $ 15,977 $ 10,551
Line of credit 14,858 5,094
Accrued liabilities 27,347 22,287
Accrued compensation 27,011 17,910
Income taxes payable 8,949 9,581
Deferred revenue 53,621 49,401
----------- -----------
Total current liabilities 147,763 114,824
Deferred taxes payable 8,988 11,574
Long-term debt 140,007 140,598
----------- -----------
Total liabilities 296,758 266,996
----------- -----------
Minority interest
in consolidated subsidiary -- 878
----------- -----------
Stockholders` equity:
Common stock 78 66
Additional paid in capital 715,156 216,149
Loan to stockholder (1,787) (1,900)
Treasury stock, at cost (29,488) (29,488)
Accumulated other
comprehensive income (loss) (711) 16,499
Retained earnings 23,499 99,890
----------- -----------
Total stockholders` equity 706,747 301,216
----------- -----------
Total liabilities and
stockholders` equity $ 1,003,505 $ 569,090
=========== ===========

1. For the purposes of comparisons, Cash and cash equivalents,
Short-term investments, Investments, and Restricted cash are
aggregated together as "cash, cash equivalents, and investments."
At the end of the fourth quarter of fiscal 2001, this aggregation
totaled $350.9 million.

[NoamX]

Hallo Tscherno,

sehe ich auch so. Ziemlich windig momentan, sieht nach einem Tornado aus.

NoamX

[tschernobyl]

Hi Noam,

hoffentlich nicht nur ein Sturm im Wasserglas ;-)

Hast du die Pressekonferenz gehört? Ich hatte Probleme zu verstehen, was es mit den G3-Appliances auf sich hat. Hast du es besser verstanden?

Schön der 40% sequ. Anstieg bei den Lizenzeinnahmen, so dürfte es weitergehen. Die gedämpften Erwartungen für das nächste Quartal sind hoffentlich zu konservativ.

[NoamX]

Du meinst das ganz am Ende?
Ich habe da folgendes mitgenommen:

- Ziemlich undurchsichtig, was sich da entwickelt, auch weil keiner so genau weiß wie die Telcos weiter vorgehen nach den hohen Preisen für die Frequenzen.

- WRS is eher im Infrastrukturbereich als im Handset Bereich tätig und hat da schon ein paar Design Wins.

- Dieses Jahr sicher noch keine Royalties, da Deployment noch nicht started.

- Handsets nicht im Focus, aber wohl doch hier und da einen Design Win.

Müsste mir es nochmal anhören. Hast du eine bestimmte Frage?

NoamX

[tschernobyl]

Hi Noam,

danke für die Übersetzung. Die Quasi-Abstinenz im Handset-Segment gefällt mir allerdings gar nicht, weil ich (allgemeine) Konvergenzen und grosse Chancen in diesem Bereich sehe. Also PDA/UMTS-Handy mit Inet, Spracherkennung usw., es heisst wohl mobiles Internet.

Ich hab heute übrigens verkauft, die Gewinnwarnung von Intel gefällt mir ganz und gar nicht. Die Warnung betrifft ja speziell den Infrastrukurbereich. Das wird an WRS nicht spurlos vorübergehen. Hoffentlich kommts heute zum allgemeinen Sell Off. Ich bin bei Gelegenheit natürlich wieder dabei, war nur taktisch, hoffentlich klug ;-)

Was hast du denn sonst noch in deinem Focus/Depot? Ich suche noch was im Bereich Spracherkennung/-Ausgabe.

[tschernobyl]

Etwas von/über Wind River in deutsch (von der neuen deutschen Homepage).

http://www.windriver.de/news/pressrelease.html?ID=100099

[NoamX]

@tschreno

Spracherkennung? Lernout & Hauspie .

Spass beiseite, keine Ahnung, wurde ich nicht rein investieren.

Sonst schau dir doch mal Fibercore an http://biz.yahoo.com/prnews/010322/cgth028.html, die machen Glasfasern, so wie GLW. Ansonsten ist AVNX mittlerweile "preiswert", aber immer noch ein riskantes Spielchen.


NoamX

[tschernobyl]

Hallo,

LHSP hatte ich tatsächlich auf der Watchlist, naja, jetzt nicht mehr. Ich befasse mich z.Zt. mit Nuance.

Folgendes habe ich heute bei Finanztreff gefunden. Es ist wohl die Reaktion Microsofts auf Intels WebTablett, das ja bekanntlich mit WindRiver-Software läuft. Der Riese fletscht die Zähne.

-----------------------------------------------------------

Presse: Microsoft kauft nicht bei Intel


(dpa-AFX) Der US-Softwarehersteller Microsoft hat sich laut einem Pressebericht für sein neuestes Hardware-Projekt von seinem langjährigen Lieferanten Intel verabschiedet. Mehrere Hundert Referenzmodelle des mobilen Tablet PC würden mit Crusoe-Chips des kalifornischen Herstellers Transmeta ausgestattet, meldet die `Financial Times Deutschland` (FTD) (Dienstagsausgabe) unter Berufung auf Angaben der beiden Firmen.

"Wir haben die ganze Technik und Teile der Software für den Tablet PC zusammen mit Microsoft entwickelt", zitiert die Zeitung Joshua Shane, zuständig für strategische Partnerschaften bei Transmeta. Bei dem Tablet PC handelt es sich nach Angaben der FTD um einen batteriebetriebenen Computer, der sich sowohl am Tisch mit einer Tastatur als auch mobil wie eine Schreibtafel bedienen lasse