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Technology Stocks : Intel Corporation (INTC)
INTC 37.51-0.8%3:59 PM EST

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To: Mary Cluney who wrote (62596)8/17/1998 7:24:00 PM
From: Tony Viola   of 186894
 
Mary, Re: "Tony, When are you going to pull a Ralph on us and reverse yourself concerning
Intel chips replacing some mainframes (S390)?"

After I retire. <g>

A few posts back, I did answer Gary in the affirmative when he asked if I thought Netfinity might be on its way to replacing RS/6000. However, in the article, you'll notice that all those marvelous little Xeon based Netfinities (plural of Netfinity?) can get clustered together, and then connect, ideally, to a system 390. Without that last connection, you still won't have the fastest, most reliable I/O system possible.

Speaking of reliable, they also need some first class RAS (Netfinities do) before the banks, insurance companies, autos, airlines, EDS, AT&T will trust their enterprises to them. But, crypto, scalability and clustering are a good start. Also, IBM knows RAS, so look out.

So Mary, you're still looking for Intel to grab all the mainframe hardware business, and tuck IBM's and a few others' revenues into their back pockets? Well, not quite yet. Give it another 10 years and we'll look at it again. Meanwhile, do not sell IBM short!

Tony
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