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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: jim kelley who wrote (80259)	11/14/1998 4:19:00 PM
From: Mohan Marette	Read Replies (1) of 176387

Bus architecture & The big-three conspiracy. Jim: I heard the big-three's (IBM,HP,CPQ) quarrel with Intel on the 'bus architecture' issue is more than a royalty issue though it seems that way looking from the outside particularly if one is a layman and not a techie,it appears the ulterior motive is to put Dell at a disadvantage.Having said that can you tell me what to make of the following comments and how it fits with the overall scenario,I see fear of losing market share to DELL (especially in the high-end server segment) and fear of Unix losing its luster.Am I even close? The following comments are extracted from 'infoworld'. ....'The data throughput capability on an existing Intel Xeon chip is about 800MBps, the forthcoming 32-bit Foster chip has a 3.2GBps throughput, and performance on the higher-end McKinley processor could be substantially higher than that. "This means two years from now you are looking at real server-based systems on a throughput basis that can match much more expensive Unix machines," Brown said. "None of those three guys want to see that happen, and Dell can't wait."

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