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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: E_K_S who wrote (18187)10/30/1997 12:11:00 AM
From: Scott C. Lemon  Read Replies (1) of 42771
 
Hello Eric,

> I am still confused about I2o RAID and who supports what....What
> has been your experience in the field regarding I2o installations?

I2O is really just starting to roll out in the mass market ... but I expect the products and demand to build quickly ...

> Is the demand seen on UNIX, NT or Novell platforms?

I believe that you will see demand for I2O across all Intel based motherboard operating systems. I2O creates an architecture where Intel I2O standard intelligent I/O adapters can offload I/O tasks from the Intel "PC" motherboard.

In most cases, a mid to high-end server, running any of the OS's that you list, tends to become "I/O bound" as more and more traffic has to come on and off the network adapter, most of the time requesting reads and writes to disk ... more I/O. That's why so much effort went into the design of new bus architectures such as PCI ... increase the I/O bus bandwidth and you can "pump" more data back and forth over the bus.

I2O raises the "intelligence" of the conversations that occur over the bus by employing intelligent I/O adapters (often using an Intel i960 family processor) that can perform many of the basic I/O tasks ... offloading work from the main CPU. For example a LAN adapter might do CRC and error checking, or might even perform routing tasks, without interrupting the main CPU at all.

All of this means that you can now get even more performance out of a (soon to be) commodity PC motherboard. These enhancements, at the price they are being offered, truely start to push the PC into higher performance markets that today are controlled by RISC workstations that have custom I/O subsystems.

> Do you see a lot of need for this type of technology in the
> enterprise network?

Yep ... more storage ... more LAN bandwidth ... all with a PC motherboard ... at a very attractive cost/performance point.

> I have been eyeing the SCO development and hear on the street that
> a very large announcement ( foreign alliance maybe even buyout)
> will be made soon as a result of their advancement with I2o.

This is another very interesting point ... once we at Novell developed our LAN I2O driver ... we now support *all* LAN I2O adapters. The architecture works around a queueing system that allows for higher level conversations between an OS and the adapter.

> I am just not clear how Novell fits in with this picture. Can you
> (or Scott) provide more detail on what IS managers are demanding
> for their next generation systems regarding I2o?

1. More performance out of Pentium or Merced machines

2. Less hassle with LAN and Disk drivers ... if the board is I2O certified it will work.

3. Allows the OS to truely "breath" data without being bottlenecked by the existing bus architectures ...

Intel is determined to move into the workstation space ...

Scott C. Lemon
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