Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (98131)	2/3/2000 3:53:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Intel Investors - Compaq Discusses Intel-Based Servers (& Delayed Alpha Servers) "Compaq currently has over 50 per cent of the four way Intel server market, and 80 per cent of the eight way 32-bit server market. One main reason for that was because of Compaq's very relationship with Corollary, before it was acquired by Intel. That gave it the development edge on the IA-32 technology. It was already working to ensure that when the Intel Foster technology is released it could use its clustering know-how to offer advanced systems, in conjunction with storage area networks (SANs), well in advance of its competitors. " And the often Delayed Alpha Wildfire: "Alpha Wildfire high end servers will be first seeded into key Compaq accounts in March, Pesatori said. "We'll ramp up production in May and June and full production will start in Q3 and Q4." He anticipated that Compaq will receive $1 billion in revenues from Wildfire by the end of this year. " Paul {====================================} theregister.co.uk Posted 02/02/2000 3:20pm by Mike Magee Compaq's Pesatori outlines future network strategy Enrico Pesatori, senior VP in charge of the Compaq enterprise division, set out his thoughts today on how the company will grow its server business in the future, and also discussed its reasons for dropping its development of NT on the Alpha platform. In an interview with The Register this afternoon, Pesatori said that Compaq's relationship with Microsoft, which includes past relationships from the Tandem and Digital days, put the company in a unique position to leverage its server business. Pesatori said: "The strategy is right on. We have formidable assets and all we need to do is execute on that. [One of] the biggest strengths we have is to extend the ProLiant line and introduce Task Smart application servers, which provide a single function and will speed up Web access by a factor of ten. We'll be even more aggressive on the low end." He said that Compaq currently has over 50 per cent of the four way Intel server market, and 80 per cent of the eight way 32-bit server market. One main reason for that was because of Compaq's very relationship with Corollary, before it was acquired by Intel. That gave it the development edge on the IA-32 technology. It was already working to ensure that when the Intel Foster technology is released it could use its clustering know-how to offer advanced systems, in conjunction with storage area networks (SANs), well in advance of its competitors. "You will see there is a very good synchronicity with Microsoft to push this market share higher and higher. This is why Windows 2000 is so important to us." He said that Microsoft and Compaq will cooperate to offer enterprise level data centre W2k solutions as early as April. He said that because Tandem and Microsoft had cooperated so closely on clustering technology, Compaq was able to leverage that technology both in the Intel server and in the Himalaya and Alpha arena. He said that storage was the second major driver of increased growth for his division, which accounts for over half of Compaq's revenues. Alpha Wildfire high end servers will be first seeded into key Compaq accounts in March, Pesatori said. "We'll ramp up production in May and June and full production will start in Q3 and Q4." He anticipated that Compaq will receive $1 billion in revenues from Wildfire by the end of this year. He said that claims by Compaq's competition, notably HP, that the company did not have a scaleable solution, were groundless and that it had extended its PA-RISC architecture by a further three years to ensure its revenue streams were intact, after IA-64 failed to ship in volume this year, as originally anticipated by HP. "We're not artifically going to push the Alpha platform," he said. A major reason that Compaq had decided to cease development of NT for the Alpha was because of its up-coming partnership with Microsoft on the Windows 2000 platform and because the company did not want to confuse its customers. Those corporations which had started to go down the Alpha NT route were re-assured by the steps Compaq took to ameliorate the situation, he said. Further, Compaq wanted to clearly differentiate its platform offerings, he said. He claimed that the company held a 30 per cent market share in Linux on Alpha systems

To: Paul Engel who wrote (98131)	2/3/2000 4:02:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Intel Investors - A Glimpse of Compaq's 8-way Server business "Senior VP of Compaq's enterprise business, Enrico Pesatori, underlined that by claiming that in the last quarter it had shipped 3,500 Proliant eight way servers, with its nearest competitor only shipping 300 in the same period. " Assuming the 8-way servers did INDEED contain 8 each Pentium III Xeons, that amounts to 28,000 Pentium III Xeons. At an ASSUMED ASP of $1500 each, the revenue for Intel would have been $42,000,000 - for 8-way servers ALONE ! Now, if Compaq can repeat this for every quarter this year, that would be $168,000,000 in revenue for Intel - just for "flat" sales of Pentium III Xeons in 8-way servers - and just for Compaq ! Paul {==================================} theregister.co.uk Posted 02/02/2000 12:09pm by Mike Magee Compaq's Capellas thinks W2k key to future growth CEO and president of Compaq, Mike Capellas, said today that there was still a need for improved performance in its PC sector, despite better figures it turned in for its financial quarter. Capellas, speaking in London at an international press briefing, said that while he had succeeded in cutting operating expenses at the company, there was still more work to be done on that front in the coming two quarters. Every employee at Compaq has been given stock options, he said, to foster a spirit of innovation and to give the feeling of a start-up to the firm. We've made sure that every employee in the company understands and can clearly articulate our strategy, he said. We still need to return our PC business to profitability, he said. He said that Compaq's position as a platform partner for Windows 2000, gave it a clear lead over its competition on the x.86 platform. Senior VP of Compaq's enterprise business, Enrico Pesatori, underlined that by claiming that in the last quarter it had shipped 3,500 Proliant eight way servers, with its nearest competitor only shipping 300 in the same period. Pesatori confirmed that Compaq will introduce its Wildfire Alpha platform in the next quarter. That is likely to be at the very beginning of March, we understand