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To: Pigboy who wrote (92944)	11/22/1999 5:36:00 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 186894

IA share in the >$100 K server market expected to rise from 6% (1999) to 21% (2003) in the $50-$100K range from 14% to 48% in the $25-$50K range from 27% to 62% Source : IDC Q2 1999 - presented by Paul Otellini, Intel Executive WEBCAST webevents.broadcast.com ---------------------------------------------- Intel targeting high-end servers BY TOM QUINLAN Mercury News Staff Writer For the past two decades, Intel Corp. has defined the ``brains' for the personal computer with its standardized microprocessors. Now, the Santa Clara company is trying to make sure it also controls the most important chip technologies for the next 20 years. To achieve that goal, Intel is racing to reinvent itself, adding networking and communications chips to its core business and even dabbling in Internet services. Intel's most critical task, however, is to get its next generation of chips into a whole new market -- the $100,000-plus servers that drive the Internet. Although Intel chips are common in low-end servers, the company's products are in just 6 percent of those high-end machines -- a pittance compared to competitors like Sun Microsystems Inc., Hewlett-Packard Co. and IBM, which have long owned the high end of the computer business. To move into that profitable niche, Intel must juggle carrot and stick to convince those rivals to support the company's fast new 64-bit Itanium processor (also known as Merced), even if it hurts sales of their own proprietary processors.

To: Pigboy who wrote (92944)	11/22/1999 1:37:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Pigboy - Re: "still have fantasies that Intel buys MRVC" I do too - but Intel didn't want MRVC at $6/share - so I doubt they want to pay $31/share today ! But Cisco COULD - perhaps SHOULD - buy Intel ! Paul

To: Pigboy who wrote (92944)	11/23/1999 3:54:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

PB1, OFF TOPIC, FIBRE CHANNEL, lifted from the Yahoo Intel thread, below, another endorsement for FC by EMC, this time for Solaris support. I think you might have Emulex, who makes the adapter, and might have seen this already. BTW, George Gilder may be a visionary guy, but I did read today that he predicted the demise of electromagnetic storage at some time in the past (hard drives, etc.) because silicon would take it over. No quite. So, right now, I think he's calling Cisco "Crisco", and he thinks SANs will be taken over by NASs. I think I'll try to keep an eye on him. Is there an SI thread? Tony ============================================================ EMC Corporation Adds Solaris to Growing List of Qualified Emulex Fibre Channel Host Adapter Operating Environments COSTA MESA, Calif., Nov 23, 1999 (BUSINESS WIRE) -- LightPulse Host Adapters Are Now Available For Symmetrix Enterprise Storage in Windows NT, AIX and Solaris Operating Environments Emulex Corporation (Nasdaq: EMLX), an industry leader in fibre channel technology and products, announced today that EMC Corporation (NYSE: EMC)(www.emc.com) has qualified the Emulex LightPulse(TM) LP8000 and LP7000E host bus adapters for use with EMC Symmetrix Enterprise Storage systems in a Sun Solaris operating environment. The Emulex family of host adapters are now qualified for use with EMC products in Windows NT, AIX and Solaris operating environments, providing customers with a common feature set and user interface across heterogeneous storage area networks (SANs). "Emulex host adapters provide a comprehensive fibre channel connectivity for Symmetrix Enterprise Storage systems," said Mark Ward, EMC's Vice President of Global Marketing. "Today's announcement, together with Emulex's charter membership and continued support of the EMC-sponsored FibreAlliance, demonstrates both companies' commitment to delivering to the market high-performance, standards-based storage area network solutions." "Emulex is committed to providing the most complete support available for enterprise storage connectivity. EMC customers can now use a single, high-performance host adapter family in complex, heterogeneous SANs to deliver high-performance, flexibility and scalability," stated Mike Smith, vice president of fibre channel marketing for Emulex Corporation. "EMC is a recognized leader in enterprise storage solutions and continues to strengthen its position with the success of its fibre channel products," he added.