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To: Paul Engel who wrote (100160)	3/2/2000 3:03:00 PM
From: rudedog	Read Replies (1) \| Respond to of 186894

Paul - re: Maybe Compaq has their hands full trying to get the Alpha to work and has "let slip" their Intel server development. I don't think that's the case - their merced 4-way, shown at the conference, was innovative, had some neat heat management and got everything into a small form factor - not a "me too" product at all but a class rack mount with the features you would expect from CPQ. What Capellas had said at the W2K launch was that CPQ had been targeting a high end architecture in the McKinley timeframe which included infiniband and some switch technology from the Alpha line, based on feedback from the big customers which indicated that they would take 18 to 24 months to develop applications for IA64. But something happened in the last half of 1999 that changed CPQ's view of customer demand (he just said "feedback from some key customers"), and so they did the OEM deal with Unisys rather than "rush" a product to market with different technology than their switch fabric McKinley design. He indicated that the CPQ design was targeted for late 2001 or early 2002 and would "redefine the economics of the high end". Perhaps they are leveraging the switch fabric they developed for Wildfire - if so, they would be aiming for an architecture which would support 256 processors and dynamic partitioning. I was a little surprised also by the Unisys OEM announcement but the explanation Capellas gave made sense. Some in the audience thought that perhaps there was a quid pro quo with Unisys around providing some of the CPQ technology for the next generation Unisys machine, but when a reporter asked that question, Capellas said that there were currently no agreements beyond the OEM deal.