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Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%Nov 11 3:59 PM EST

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To: Saturn V who wrote (96571)1/17/2000 6:45:00 PM
From: Tony Viola  Read Replies (3) of 186894
 
Saturn V, Which model will Merced based systems follow ? It looks like a combination of both. The old companies IBM,HP,Hitachi are
jockeying to develop chipsets and other hardware to differentiate themselves from the expected plain vanilla commodity
Merced systems from the likes of Dell etc. Unless IBM,HP etc can offer a dramatic improvement over the plain vanilla Intel
chipsets, the commodity marketplace will dominate the high end computers also.If the old mainframe based companies do
indeed sink, they will have gone down with all guns firing.


The first thing that came to my mind when I read your post was, will a Dell be prepared to handle customer support for very complex machines like 32 way SMPs with new CPU's, new chipsets, new OSs, new compilers, etc. The next thing that came to my mind is an overwhelming NO. Have to be IBM or HP, maybe Hitachi. Dell just doesn't have the experience in that kind of an environment, I don't think. Compaq does.

Not only is everything inside the server all new, but they'll be interconnected in complex networks, with SAN's, NAS's, routers, you name it. Actually, Intel, once they get up the customer service curve from their own web hosting/server farm experiences, could be their own best server vendor. This thing is coming full circle.

I still think IBM and HP should be in the best shape overall as IA-64 server vendors.

Tony
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