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Technology Stocks : Intel Corporation (INTC)
INTC 34.17-2.7%1:51 PM EST
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To: Paul Engel who wrote (100139)3/2/2000 8:52:00 AM
From: rudedog  Read Replies (1) of 186894
 
Paul -
re: Compaq's entire server line is revolving around Intel CPUs.

Not just CPQ's volume server line but their entire commercial line is exclusively Intel. Alpha is used for the 64 bit Unix servers and OpenVMS, and the next generation Himalaya will also be Alpha based. I saw a Gartner presentation on that a ways back, there was some feature - lock stepping I think - that Himalaya needed, which was not in the IA64 roadmap for a while, but I can't remember the exact issue.

Looking at unit numbers from CPQ's last financial statement, it looks to me like more than 90% of CPQ's products are intel based.

Also (as usual) the Register got it a little wrong on a "big" IA64 box - at the Win2K launch, a reporter asked Capellas a question on this topic. Capellas said that CPQ had previously targeted their merced development (he used a different phrase but it was clear he was talking about merced) on workstation and 4-way server products, with larger servers (based on switch fabric architecture of some kind) targeted for McKinley, but that interest in large merced systems from some large accounts caused CPQ to re-think that plan. That is why they are doing the OEM deal with Unisys - it supports merced in 16 and 32 way configurations. That sounds to me like at least some class of important customer wants IA64 NOW in a big machine, and that means production work - a 4 way would be fine for development.
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