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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: johnd who wrote (47210)	6/23/2000 4:43:00 PM
From: david_si	Respond to of 74651

"will 32-way 700MHz Xeon IA32 boxes be able to produce 150,000 TPC-c using windows2000 datacenter. When do you expect the w2K data center tpc #s be published? When does w2kdc ship?" I'm sorry I don't know when these products will ship, or how fast they'll be. From what I'm told by others who are guessing, Intel will ship the IA64 this fall. Win2kDC 32-bit will ship around this fall. They have no set date because they want to be positive of its quality. I have no idea when Win2kDC for the IA64 will ship, but probably mid-2001. To give Cheryl some credit, none of these are released yet. But they'll start within months. In fact, I expect SQL Server 2000 will be out by the end of July.

To: johnd who wrote (47210)	6/23/2000 5:48:00 PM
From: rudedog	Respond to of 74651

John - Unisys managed 48,767 TPM-C at about $20 /Transaction using the 8-way, 550 MHz Xeon version of their product and SQL Server. My understanding is that the first "big" products will also be 550MHz 16 way, followed by 800MHz 32 way late this year. I think they are also planning either an 8-way or 16-way IA64 "Itanium" product sometime this year, but I doubt if there will be a production OS for that box at that time. The big question, of course, is how will SQL Server scale above 8 processors? It does very well through 8. A reasonable extrapolation of the curve through 32 processors would yield a mid-200s number, but that is probably very optimistic. Oracle, for instance, bottlenecks at around 24 processors with most current architectures. However, the Unisys CMP architecture is partitionable, as is the next version of SQL - that's how CPQ was able to do their big number. We'll just have to see how it shakes out, but my sense is that there will be a big single-box number from Unisys before the end of the year. UE10000 currently is at 115K TPM-C and $105 / Transaction, about 5 times as expensive as the Unisys machine. And it took 64 processors to do it. A better contender in that race is the IBM S80, the current single-box king with 135,815 at $52 / transaction. I would think Unisys would want to take the single box title at a cost / transaction comparable to their 8-way number.