Archive for November, 2009

Is Cavium’s Acquisition of MontaVista Good or Bad for Commercial Linux?

Question 1

 

 

On November 10, 2009, Cavium, a publicly traded provider of highly integrated semiconductor processors that enable intelligent networking, communications, storage and security applications, signed a definitive agreement to acquire MontaVista. Cavium stated that MontaVista would continue to operate separately and their customers would not be restricted to using only Cavium processors.

Immediately, questions arose: 

  • Who is Cavium and why did they make this acquisition?
  • Was Jim Ready clipping Burger King Coupons?
  • Was MontaVista motivated by Intel’s acquisition of Wind River?
  • Does this mean that commercial Linux is facing financial do-do?
  • What is really going on behind the scenes and is this a good or poor marriage? 

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What Embedded Vendors Can Learn From IBM

“You never know who’s been swimming naked until the tide goes out”  –  Warren Buffet
 Quiet2

 

 

 

 

IBM gets it! Why don’t others? With $22 billion in annual software sales they certainly qualify as the 2000 pound gorilla – but they don’t act that way. They didn’t get to that level by being arrogant (like another large gorilla?) – quite to the contrary.

 

 

  • They strongly support the analyst community
  • They have no secrets – they show us their roadmap, tell us what they have in the works, confess their concerns, listen and encourage other views
  • Unlike some embedded vendors, they see analysts/editors as a respected strength to their business
  • They subscribe to the best market intelligence and they study it and use it

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Reading (or Misreading) the Embedded Market Roadsigns

 

Sign

 

Co-authored by: Dolores Krasner, VP Market Intelligence, EMF

 

Remember the old song “Signs”? The lyrics went “signs, signs, everywhere signs, messing up the scenery blowing my mind – don’t do this do that, can’t you read the signs”?

With all of the FUD, claims and counterclaims of misrepresentation between embedded vendors, what is a developer, manager or executive to believe, and how is one to make sense of whether one product or another is best suited for one’s use? No wonder potential users are leery of advertised and promoted claims.

Is it possible that those making the most noise and creating the most FUD are those messing up the scenery for the rest of us? Moreover, are these disruptions taking us away from the real signs that are defined by developers and managers that detail their likes, dislikes, and issues of greatest importance? Finally, what are the market trends that are characterized by revenue growth, best practices and ROI calculations?

I chose the above graphic to illustrate my frustrations (and I suspect the frustrations of others) with the misleading hype that has unfortunately become part of our embedded market culture. What I loved about the graphic was the ridiculous message that hid the information of most importance to the reader – the bridge was out!

So what should the embedded market signs tell us – based on year-over-year EMF Developer Surveys, vendor reported shipments and EMF privleged information – about the road ahead and how to avoid the bridges that are out?

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Selling into Disruptive Markets: The Use of Market Information to Determine and Establish Product Values

The Cheshire cat said to Alice, “if you don’t know where you are going, any road will get you there – and when you get there, there’s no there, there” – Lewis Carroll, Alice in Wonderland

Which way to go

 

 

 

 

 

 

The Cheshire cat could have been talking to some embedded vendors. If you don’t  understand or track the broader marketplace and what your customers and potential customers are doing and experiencing,  then how can you possibly develop the best strategic plan?

Historically, new and more forceful markets that redefine economic demand replace markets that create economic downturns. Today we are at a transition point in our economic recovery that will redefine markets, and we are currently witnessing an irrevocable upheaval in the marketplace for software design and development tools, components and services. There will be winners and losers. How then does an embedded vendor mitigate against uncertainty and find direction? We believe that market intelligence is the antidote to market uncertainty.

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