Thanks very much Paul re:mpeg, numa, etc.
It appears from the latest DELL PR, that a software based MPEG2 solution is not as good as a hardware one. It seems there may be a life in the MPEG folks if they can make one chip solutions. Why do you (and many others) think that set-top boxes will even need a CPU, considering many set-top boxes now only require MPEG2 solutions? Sorry if thats a dumb question, but I assume it all comes back to the internet.
<< NUMA-Q, as implemented by Sequent, is a tremendous way of harnessing Intel's
Pentium Pro - I think at least 32 CPUs can be linked in the Sequent configuration.
The software is critical and Sequent has been able to support the 32 Pentium Pros
with a very flexible O/S . >>
I thought I read somewhere that NUMA could scale up to 252 PPros in a single cabinet. That does sound a bit insane. The knock I think against SQNT is that thier stuff is proprietary (the OS and the way they do NUMA). They seem to be in a nice lead though, and they are interesting to me because they are among the first to use Fibre Channel.
<< The Sequent NUMA-Q implementation is very powerful. I keep thinking that
Sequent will be a perfect target for a "takeover" by a company that wants to get
quickly into the high end enterprise transaction processing/server segment - HP,
Dell, IBM or even DEC would seem to be likely candidates. >>
Ive thought so myself. I can see DELL or HP as fits. I believe HP rumors went around last year, but nothing ever came of it. I do not own any SQNT and may get very tempted if she gets hit more bc of Asian worries (which may affect them yet).
<< Re: "do you think its insane to be looking there or more like an investment in amd, useless?"
I don't quite understand what you are asking here. Can you re-phrase your question? >>
Sorry, it was poorly written. I was basically trying to ask if you thought that investing in the South Korean index looked kind of interesting now bc of its giant hit and no one wants it (ie. a la J.Temptleton). Or did you think such an idea was more like trying to invest in AMD right now. :-)
What I find interesting about investing nowadays is that when you want to diversify into other countries/continents for portfolio safety (ie. if US gets hit, at least I have that Asian fund thats doing well), you really are rolling the dice even more. :-/
Do you have any other favorites besides Intel currently (although you have said they may have a tough few quarters in front of them)?
Thanks
ALL IMHO
pigboy |
