|
Get Financial Filings and Annual Reports for Companies featured on TWST from EasyReports.net
TWST: Can we start out with an update on Wind River? What's gone on over
the last year or so that investors should focus on?
Mr. St. Dennis: Over the last year Wind River managed to right itself
through a difficult market in a pretty successful way. We've continued
to bring forward some new products in the last year. We've expanded our
offering of integrated solution level products with new products for the
home gateway market, for the automotive telematics market, for the
aerospace/defense market and a solution level product in the storage
area. We've continued to invest pretty aggressively in spite of a
challenging market. In terms of expansion of our capabilities in the
course of the year, we've expanded our capabilities to include DSP
(digital signal processor) technology, some embedded Unix technology,
with a company called BSD (Berkeley Software Design) and we also added
some of the telecom protocols and components that will allow us to
extend some of our capabilities into the Voice over IP area with an
acquisition of technology and assets from a company called Telenetworks.
So we've continued to work on building the breadth of the company in
areas of communications and to deal with the realities of the embedded
technologies necessary to build today's connected devices. But it's been
a challenging year for everyone in the technology sector. TWST: What has the sharp reversal in the communications market space
done to your customer base?
Mr. St. Dennis: It's had effects in two ways. One is a number of
companies have just ceased to exist, at least at the start-up side, so a
lot of the excitement and innovation that was going on in the previous
two years has slowed. You don't see as much venture capital money
obviously chasing as many different opportunities. So there's been a
shakeout on that side. On the more established firm side, the larger
existing firms have really gone through, I think, some soul searching to
determine which markets they're going to invest in going forward and
which ones they're not. In a lot of ways it's created a very good
opportunity for Wind River because in going through that process, they
start to look for ways to outsource more of their technologies and look
for ways where they could buy a commercial solution as opposed to one
that they need to make in-house. And that has opened up a number of
opportunities for us in the course of the year.
Tickers included in this excerpt: WIND
For more information call (212) 952 7400. The
Wall Street Transcript does not endorse any of the comments made by interviewees, and does
not make stock recommendations.
|
|
 |
