The hazards of a software grab

QNX is independent because Harman International doesn't really compete with the silicon valley industry. The only industry that has some competition concern is telematics --- but the auto industry is fairly dead at the moment.

@ valley eyes - interesting list...Seems like Green Hills may be diversified and large enough at this point to stay independent, though the world is full of surprises.

watch other SW? these are doing mips and ARM embedded alley: acquired by Mentor. paxym: aligning with local ARM vendor. windriver: acquired by intel. green hills: virtutech:

mvl was into almost all Tier1 accounts that Cavium sells to or would want to sell to. This along with carrier grade linux story. Windriver acquisition is resulting in clear impact of SW support and future SW roadmaps for octeon (CPU from Cavium). I would watch other SW companies which r providing OS and tools and listed in Cavium's eco-system partner list. RMI or other CPU vendors may start picking those up to kill the SW ecosystem of competitors.

It's the new reality. Silicon vendors are buying up the software companies because they realize doing it themselves has become difficult so they buy the expertise rather then build it. We should accept Wind River's assertion that it's business as usual if we accept MontaVista's. Remember QNX is part of Harman International and have carried on in a fairly independent manner. The nature of the OS business in embedded is that you have to support multiple chipsets, it's where the money is.

It's like the integrity of the Wind River brand - Cavium, like Intel, is on notice!

Cavium says that MV's revenue is large enough (15%ish) that it matters (WR is a fraction of Intel's revenue). Cavium says MV will operate as a separate company with its own brand, sales force and support other architectures. Lets see if Cavium can keep MV "open"