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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (49216)	11/28/2001 6:44:48 PM
From: paul_philp	Read Replies (1) of 54805

Bruce, I also think that the Compaq/HP merger was brought on by the upcoming release of the IA-64 architecture from Intel. I am just finishing co-authoring a RTW article which argues that the IA-64 and the modular server blade architecture is a disruptive threat to the integrated server companies (IBM, Sun and HP). Basically, the IA-64 will force the server industry to look a lot like the PC industry over the next few years. All the profit will shift from the design and assembly gang the microprocessor. Thus Intel will be the big winner. I think HP sees this since they were involved with the chips design. Compaq sees this since they punted the Alpha chip to Intel and are adopting the IA-64. I think that they believe scale will be the only way to compete in the new game. We shall see. Unresolved question - who will provide the 'distributed operating system' required for the new server architecture? MSFT has no offering. Various peices are being stitched together now by IBM and Compaq but quickly a standard platform will be needed. Interesting. Paul

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