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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (2527)	7/17/1999 8:03:00 PM
From: jjs_ynot	Read Replies (1) \| Respond to of 2578

Once DELL market value fully discounted the best that could be seen ahead it has gone nowhere for over 6 months: askresearch.com

To: Bilow who wrote (2527)	7/25/1999 4:59:00 PM
From: Bilow	Respond to of 2578

EE-Times articles, regarding servers, and large memories: As computer prices have continued to drop, the box makers will be forced to compete with each other in the high end markets. There, they will drop prices also, until no one will be selling at a profit. On that note, IBM bought SQNT for $18 per share: Sequent deal brings NUMA technology to IBM According to IBM last week, this marks a "bold thrust in Unix and NT servers" for the company. techweb.com My guess is that this is a pretty safe arbitrage. But SQNT at the prevailing $17.25, and hold it until IBM takes over at $18. To those of you used to big profits (and never losses) in risky internet stocks, this seems like a pittance, but it is actually a very good return on investment. I'm beginning to suspect that this summer will mark a major market peak, and will therefore be a good time to diversify into less risky stock plays... My guess for the winners in the high end server market are CPQ, IBM, and HWP. An interesting article: Merced tapes out as efforts rev up in core logic To that end, IBM is building a core-logic chip set that will enable it to construct up to 32-way multiprocessing systems. The set, code-named Summit, is being designed at IBM's Research Triangle Park PC operations. It will be used in upcoming incarnations of the Netfinity server family. ... Hewlett-Packard is also looking to break from the pack with a proprietary core-logic chip set for Merced that supports up to 32-way multiprocessing. ... As for Intel, it appears to be aiming for the volume market. The company's core-logic centerpiece will be the 82460GX, which will support one- to four-way processing. techweb.com One would suppose that really big DRAMs would be a natural for Rambus architecture, due to granularity concerns, as noted in this article: Japan Inc. takes a half step up to 512-Mbit DRAM Like Fujitsu, Toshiba is also looking to put 512-Mbit DRAMs on its road map. That density is particularly well-suited for Direct Rambus DRAMs because it will provide the right minimum granularity requirements, Toshiba's Kuyama said. techweb.com The actual fact is that if one or two DRAM chips is enough to satisfy completely the memory requirements for a processor, then the CPU is going to have a lot of spare pins left over. The same applies to the DRAM. Modern BGA packaging allows small, inexpensive packages with many hundreds of pins. The pin restrictions aren't real. -- Carl