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Technology Stocks : INTC: Intel Corporation
INTC 41.53+5.0%Oct 28 9:30 AM EDT
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To: minnow68 who wrote (32)3/14/2001 8:30:57 AM
From: Dan3   of 47
 
Re: Mainframes processors suck compared to current Athlons or PIIIs

I remember being told by an industry Guru (who's name you'd probably all recognize) that the mainframe was dead - and he said this about 12 years ago. The key: there are no new sites!.

And over the next few years IBM stock tanked at the same time the NAZ was starting to soar.

But a funny thing happened - even though there weren't any new sites, the existing sites kept upgrading and expanding their mainframe installations (and IBM's stock took off, too). It seems that for some applications, the mainframe's combination of reliability, i/o, and ability to run the existing software base keeps it the best solution.

I've always remembered how very prescient that "no new sites" statement was, and how very misleading.

I think Foster and especially 64bit, X86 performance compatible Sledgehammer, have a good chance of riding the slow tide of X86 compatibility into the glass rooms to finally displace the mainframes. But Itanium / McKinley don't look like a good bet - why replace boxes the use one weird branch of the software tree (S390 code) with boxes that run another weird branch (Merced code) when you can just keep migrating your X86 platforms to bigger applications (Foster and especially Sledgehammer)?

Regards,

Dan
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