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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)11/15/1998 1:05:00 AM
From: rudedog  Read Replies (1) of 176387
 
Jim -
At the heart of your argument is the premise that DELL will somehow be prevented from using the bus called PCI-X.
No, I'm not talking about PCI-X at all. This is the architecture which will replace PCI, not the latest rev of PCI. Look a little deeper at NGIO. PCI-X was the first shoe, it's in front of the PCI SIG. This is the other shoe.

I doubt seriously that Intel will surrender its autonomy and control of its I/O bus to IBM, HWP, and CPQ with the intent to exclude DELL.

Intel does not have any choice. They're not even in the game. Do you have a feel for how much share CPQ, IBM and HP have in the server space? Way more than half. They can pretty much make a standard in that space, they made all the standards that are there now. It will be 'open', it will just be real hard to do without a lot of deep technology capability in-house.

CPQ , IBM and HWP will end up with their own version of JAVA
Not at all, java is a fringe effort, this is driven by guys who sell 1 out of 2 servers. This is not pie in the sky years in the future stuff, the products are being developed now, some have even been announced although no one seems to have added it up yet. Get a standard out and hit the market with products. Oh, the competition needs 18-24 months and a big ASIC team to get to first product? Too bad, the market at work.

Where do you think PCI or EISA came from? IBM used to own the bus spec. All it takes to set a standard is weight of numbers and good technology. Sure this will be an 'open' standard. There was no PCI SIG before there was PCI.

This effort to foist an exclusive standard on the industry sounds conspiratorial to me.

There I agree with you. I'm not saying this is a 'good' thing, I am just saying it's what's happening and I don't see what Dell can do to counter.

From the technical viewpoint designing and testing a 64 bit I/O bus like PCI-X is hardly rocket science and there is no intrinsic conceptual or practical problems of real significance.

If Dell has gone hook line and sinker after the PCI-X red herring the way you have, than I will be even more worried than I am now. THIS HAS NOTHING TO DO WITH PCI-X OR PCI.

What is really going on her is an attempt to rough DELL up and get them to overreact to their detriment

I think the big 3 would be delighted if Dell got wrapped around the axle on PCI-X but that's not the real game. Jim, you are a smart and well connected guy, you can find out what I am talking about. The big 3 don't want Dell to over-react, they don't even want them to react. The more people that think this is PCI-X or NGIO in a fur coat, the better as far as those boys are concerned.

So that's as far as I'm taking this one, it will be fairly obvious one way or another befoore the end of the year. Maybe I'm wrong but I don't think so...
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