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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: Lex Kroes who wrote (5390)	7/8/1999 4:15:00 PM
From: J R KARY	Respond to of 8218

New SOI PowerPC at 2X speed for UNIX due October ; 2Q sales v '98 up 30 % 2nd part explains IBM's PowerPC speed advantage over INTC's higher MZ who (INTC) IBM's Hotz sees falling behind and Unix re-emerging: ===== " The latest RS/6000s were good when they were introduced in October 1998, but now, "they need to work on price/performance to achieve leadership," Ghatpande said. HP recently beefed up its Unix workstations, and SGI this week announced an upgraded processor for its O2 Unix workstations. IBM will address that very weakness later this year with a new chip, a 400-MHz PowerPC chip based on IBM's copper interconnect technology, Holz said. That's twice as fast as the current 200-MHz chip. When IBM jumps to the copper-based chip later this year, it also will allow the machines to use four chips instead of the current limit of two, Holz said. " news.com "... IBM will continue to position the RS/6000 machines at the high end of the workstation line, he said. Holz said that IBM will continue to sell and improve RS/6000 workstations for the foreseeable future. PowerPC chips running at 1 GHz are scheduled to be shipping in samples in 2000 and in systems in early 2001, he said. Though the line currently uses only 200-MHz chips--a considerably slower clock speed than competing chips--he said the machines actually run fast because the (PowerPC) chips are capable of many calculations in a single tick of clock cycle. In addition, IBM has good compilers that have enabled software companies to improve performance 10 percent a year even without changes to the hardware, he said. And then there were two In the high-end number-crunching realm of workstations, Holz predicted there soon will be only two chips left in the market: IBM's PowerPC family and Compaq's Alpha. The upcoming 64-bit chips from Intel, Holz said, won't measure up in terms of their ability to perform "floating point" calculations--the mathematical calculations core to physics simulations and most other workstation tasks. " ===== On IBM 2Q's expectations , news reports place (PC) sales in Taiwan and parts of Europe up 30 % over last years (2nd) quarter . Jim K.