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Technology Stocks : Compaq

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To: jim kelley who wrote (38941)12/7/1998 1:54:00 AM
From: rudedog  Read Replies (1) of 97611
 
Intel's NGIO is based on the VI Architecture, which was originally targeted at ServerNet. But Intel's agenda from the beginning was to enable Giganet and they were successful in moving the VI spec to where giganet's approach fit in, even though it is not inherently fault tolerant (a requirement for a high speed MESH). Their plan is to work to develop a specification which long term can go to a high speed switch fabric approach (that's after all what VI is all about) but in the short haul, to develop control over the interface specs so that they can both enable technologies that enable the largest number of vendors, and also sell some silicon into the interface space.

Their goals are pretty clean, Intel has an interest in leveling the playing field; IBM, CPQ and HP would just as soon it not be so level. But there is also a performance issue here. Intel is comfortable with essentially current levels of performance, with the architecture gradually moving to a faster MESH about the time McKinley rolls out. Looking at the way things are shaping up I don't think they can make that happen.
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