Very Computer

I see nothing in the press release to reassure me about the future of the
pSOS platform.  It appears that WRS is interested solely in ISI's talent
resources.

M.

Following up on this cross posted from the psos news group where it elicited
much more attention.

It was suggested that Wind Rover would turn pSos into a cut down o/s for
automotive only. Well both Integrated and Wind River have automotive products
(Matrix and OSEK respectively I believe). There are also i/o and DSP specific
vxWorks varients already.

The Idea that Wind River would discontinue pSos is likewise foolish, if pSos
were no longer available it is likely that the prospective customers would be
spread in the current market proportions, this would be bad for Wind River. I
expect there will be at least one more rev of pSos before they even have a
chance to sort things out, remember it will be six moths before they are even
allowed to talk technically (regulatory matters must be completed first and
nothing may happen which would damage the IPR of either company).

Having said that I see that Integrated lost $500k before acquisitions in their
latest report and $7.5M all told, so perhaps Wind River were becoming
ascendant anyway.

There was also the contention that Wind River would essentially assett strip
ISI for staff because they have nothing else worthwhile. Things that I'd want
would be Dr Design, Diab SDS and Matrix (which dominates automotive ahead of
OSEK). I'm not a pSos man so I don't know if I'd want it. Other than that
Integrated are based in Sunnyvale and if their staff get to feeling
unappreciated then they could walk straight into new jobs, this is more likely
to be a marriage than a*. It is interesting to remember that Wind River
has previously mostly grown organically whereas Dr Design, Diab Data, SDS and
pSos were all acquired by ISI.

I wonder what will become of SDS Single Step, Look and Tornado? I find
Windview very useful in Tornado but I also find SingleStep a much better
de*. Tornado has proven well capable of integrating other tools and I'd
like to have the option of Single Step, we'll see.

I expect where the integration is more likely to be seen is in the layered
product development, I won't be surprised to see the Java offerings converging
for example. I know both companies were recruiting extensively at Westec
(spelling?) recently so I don't expect to see redundancies either.

Time will tell.

Paul

Quote:

> It was suggested that Wind Rover would turn pSos into a cut down o/s for
> automotive only. Well both Integrated and Wind River have automotive products
> (Matrix and OSEK respectively I believe). There are also i/o and DSP specific
> vxWorks varients already.

Do you mean MatrixX? It is a competitor to Matlab/Simulink, and does have a quite
strong position in the automotive market.
OSEK however is a european standard in the automotive industry. It covers RTOS as
well as networking matters. I would like to pointout that although both WindRiver
and ISI have OSEK-compliant OSes, none of them own OSEK. See
http://www.osek-vdx.org/ for more information.

/Staffan Nilsson

In looking at work available, Wind River does appear to be coming out on
top anyway.

Does anyone else see this happening? What's the general opinion?
Georgi

I agree on the jobs front, most of the web sites seems to show much more work
for vxWorks than pSos. I know Dr Design (part of ISI) used vxWorks as well as
pSos but then they also said they would use WinCE if required but I never
heard any more about that.Dr Design was aquired by ISI in the relatively
recent past so I guess they aren't necessarily a pSos shop.

My Wind River sales contact told me that they had not lost anything they
strongly contested with ISI in his area, I'm not a current prospect so I guess
that might add credibility. It couls also have been a half truth but the job
market doesn't support that idea.

INTS must have been feeling vulnerable after turning in a $7.5M loss, even
allowing for a $7M acquisition cost that must have hurt.

Interesting that INTS lags the sale price of 92% WIND in the market by about
three bucks, I wonder if that means that the market thinks the merger might
not be allowed? I know the merger process prevents them from trading details
that would harm their competitiveness but how damaged would INTS or even WIND
be if the merger was disallowed (loss of maeket confidence perhaps)?

Interesting times.

Paul

Staffan -
Oops, should I have said Tornado for Automotive, like Tornado for Managed
Switches?

Interestingly, I was thinking along these lines too - if the merger does not go
through, by the time that all procedures are over, INTS will be completely out of
breath and cash, and WIND will get the extra sales and no headache of integrating
these completely different corporate cultures. I head that since this
announcement, pSOS is not considered as prime competitor anymore for VxWorks, and
is loosing ground extremely quickly.

Quote:

> Interesting times.

You bet!

Leonid