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To: Robert Douglas who wrote (87912)	9/7/1999 9:07:00 AM
From: Bill Jackson	Read Replies (2) \| Respond to of 186894

Robert, I expect that Dresden running flat out will be similar in efficiency to an Intel fab of similar size running flat out. Intel has more fabs and can thus make more chips. Remember that AMD took on the old parts, like the 286,386 and 486 and made money at them with small margins. Intel fought this and then gave up and as soon as AMD got into an older chip they dropped it and went for faster ones, electing greater margins than low margin products. It is precisely this reliance on high margin products that makes Intel vulnerable in this case...they are used to them ,have a higher cost structure. I expect that AMD has become far more efficient in fabrication at the low end than Intel, so get your pollyanna makeup ready. Bill

To: Robert Douglas who wrote (87912)	9/7/1999 11:25:00 AM
From: Tony Viola	Respond to of 186894

Robert, thread, new IBM small package ISP server named Intimidator uses Pentium IIIs. Says it's aimed at Sun. The new server is IBM's first volley in a plug-it-in-and-forget-it strategy aimed at getting Internet servers up and running more quickly. Better be reliable. It will, it's IBM and Intel. news.com =========================================================== IBM aims for big impact with small Net server By Joe Wilcox Staff Writer, CNET News.com September 7, 1999, 6:50 a.m. PT IBM wants to intimidate Sun Microsystems and other rivals selling servers to Internet service providers. Big Blue is readying a new Windows NT server, code-named Intimidator, for ISPs that it will deliver in less than two weeks. The new server is IBM's first volley in a plug-it-in-and-forget-it strategy aimed at getting Internet servers up and running more quickly. The Netfinity 4000R will be one of the smallest ISP servers available, the company said, measuring 1 1/2 inches thick and stackable to 42 units high. Space for additional servers is a major concern of ISPs as they expand their businesses. Intimidator will come with two 550-MHz Pentium III processors and will cost between $3,000 and $4,000, also making it one of the cheapest ISP servers around. Big Blue is targeting the Netfinity 4000R to companies primarily offering Internet access and Web hosting. Intimidator is the first in a series of new Netfinity servers for ISPs as well as application service providers. Application service providers typically host software programs and infrastructure applications, such as databases, for large businesses. The new Nefinity servers, code-named Sparrow and Silk Worm, are expected to ship later in the year or early 2000. Sparrow is a thin server for companies providing application hosting and Silk Worm is more of an infrastructure server using four Intel Pentium III processors. Thin is in at Big Blue, which also plans to deliver a reduced-size RS/6000 later this month. RS/6000 is IBM's midrange Unix server. IBM hopes to challenge rival Sun's significant lead in the ISP market and growing dominance with application service providers by speeding time to revenue. The new servers will come preconfigured and ready to use. Conceptually, ISPs and ASPs would be able to slide the servers into a rack, attach the power cord and network connection, and use the new servers immediately. Big Blue will also challenge Compaq Computer, which claims that about 30 percent of ISPs use its servers overall and 50 percent of those are running Windows NT. Sun offers only Unix servers, which like Compaq's typically require some configuration by computer dealers or in-house IT managers before deployment. IBM is betting its thin line of preconfigured servers will attract customers who need to order a server today, and install and run it tomorrow. See Story in Context