Wind River purchased by Intel

If anything, Wind River’s inability to breakout, despite a once Microsoft-like position of dominance, is a by-product of their failure to meaningfully go “up the stack” and away from their historical focus on the silicon layer as a primary differentiation point.

In other words, if Wind River had enabled the next generation of Cisco and Apple killers by providing more differentiated OEM-in-a-Box offerings, ala what Google is now trying to do with Android, they would not be staring at a $900M market cap and relatively flat revenues, margins and stock price.

Well, that’s an argument. Embedded is a tough beat, but Wind did not exactly set the world on fire developing new concepts and software. Intel’s history in software is not glorious either – so it’s going to be an interesting challenge for the new entity.

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