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 [...]

The cell phone market in brief

Although the payoff of a small niche may be less than that of a large, growing market, the competion may often also be less intense. The majority-fallacy concept states that appraisals of fast growing  segments overlook of minimize the likelihood that many competitors will be attracted. This explains why growth areas often stimulate destructive overcapacity [...]

clouds versus pcs

George Gilder had an article in Wired on data centers as clouds. My instinct is to dismiss anything Gilder writes because of his track record of wacky ideas (e.g. feminism is destroying civilization and supply side economics makes sense). But, in this article, Gilder reports on some smart people. The sheer massive use [...]

end to end design versus BOM design

Grossly simplifying, some products are Bill of Materials (BOM) products and some are Designed products. BOM products come to market via a process of generating a parts list and then integrating. In place of designers, BOM products have buyers and integrators. In place of innovation, BOM products have standards. The standards are preferably [...]

The smart phone patent

Coming to Marshall Texas. 33 defendents, 128 claims .

Cell phone handsets and linux and software value

Update at the end.
Two FSMLabs alumni are leading the charge for Linux handsets in two different companies. Jason Whitmire is now GM of cell phones for Wind River. Jason’s blog is here and a Linuxdevices article discusses his first post which concerns the, well, machinations of Google and the two big cell-phone consortia Limo and [...]

OSIM Madrid and Value Manifolds

Spent a couple of very interesting days at the OSIM conference in Madrid as part of my consulting for WindRiver which has a very powerful market position in cellular handsets now – partly due to their acquisition of RTLinux for embedded last January. Interesting to see these companies negotiate the vast complexity of the [...]

Apple’s strategic brilliance

I may be reading too much into it, but Apple looks to have come up with a strategy to pass Microsoft in the next ten years. They are linking their phone, music, and PC business together to form an unavoidable platform in a way that has not been done since Microsoft put together the [...]