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Technology Stocks : Silicon Graphics, Inc. (SGI)

SGI 94.27

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To: Patrick Gainer who wrote (3012)	10/11/1997 1:28:00 PM
From: Justin Banks	of 14451

Patrick - What makes you think SGI can even beat SUN?- The R10k is slower than SUN's processor (heck, it's slower than a Pentium Pro on commercial workloads). It's not the processor speed that dictates TPC performance, most of the time. It's the entire system. Analyzing the CPU performance without examining memory and i/o bandwidth tells you nothing. There is no INTC or Sun box that is faster per processor than the O200 or O2000. - TPC-C can be clustered pretty much without limit. SUN can always do another number with another node added. I disagree. One of the big factors here is price/performance. We can add another 'node' to a O2000 a lot more cheaply than Sun can add another Ultra. Plus, the idea of building a large cluster is fundamentally scary from a reliability, useability, and maintainability standpoint. - In fact, for TPC like workloads, the SMP model (or SSMP) is a disadvantage when compared to a cluster. I disagree. The complexity of a cluster that's sufficiently large is almost intractable. SMP doesn't suffer here. The people buying these systems understand that a cluster with 64 nodes is not a good purchase unless you're just trying to impress somebody with the 'bigness' of your system. So SGI has a disadvantaged architecture and slower cpus. How will they beat SUN's TPC numbers again? Once again, you're confusing CPU with architecture. You're also ignoring the upgrade path and backward compatibility issues that plague Sun, not to mention their 64 bit dilemma. I guarantee that we'll publish Sun-beating TPC numbers soon. Then, someone else will publish another record. That's the way the benchmark thing works. -justinb

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