SI
SI
discoversearch

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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: dougSF30 who wrote (3637)8/3/2000 11:29:49 PM
From: milo_moraiRespond to of 275872
 
Doug I know, but there's always been discussion about Slot B where K7/K8 are interchangable with Alpha Chips. Plus AMD is in bed good with Compaq. I like anything that would put Merced to Shame.

Milo

"Shannon knows Compaq Compaq Project # 12U4-0700A-WWEN May 19, 2000
Shannon Knows Compaq
An Independent publication not affiliated with
Compaq Computer Corporation
ISSN 1079-4379
is published at least twice monthly by
Terry C. Shannon
135 Leland Farm Road
Ashland, MA 01721
+1-508-881-5563 (voice, no fax)
shannon@world.std.com (email)
acersoft.com (web)
Copyright © 2000 Terry C. Shannon
To order reprints go to: compaq.litorders.com
continued from page 1
will fully exploit the OpenVMS Galaxy
Software Architecture and the NUMA-fied
Tru64 UNIX “Zulu” release.
The Price is Right
Owners of AlphaServer 8400 systems
and rival enterprise servers should find
the GS-Series pricing structure to be
very attractive, especially at the low end.
GS-Series prices start at under $100K for
a uniprocessor GS80 system; additional
CPUs cost $15K apiece and memory
ranges from $11K for a 1GB module to
$53K for the 4GB module that will be
available in the third quarter. (Five years
ago, a 1GB AlphaServer 8400 memory
module cost over $100K!) Accordingly,
an 8-CPU GS80 with 4GB of memory
should cost about $225K plus storage.
The GS80 entry system is slated to be-gin
shipping in the third quarter.
An entry GS160 system with one CPU
lists for $241K; additional CPUs for the
GS160 and GS320 go for $23K each.
Hence a 16-processor GS160 will start at
around $600K. A uniprocessor GS320
lists at $551K; populated with 32 CPUs
and 32GB of memory the system will go
for about $1.6M. GS160 and GS320
systems begin shipping in June with full
volume production expected in the fall.
Max Headroom
The GS-Series is designed for a market
life of at five to six years, a near-eternity
in the enterprise server marketplace over
its lifespan. The GS-Series architecture
is compatible with processors running at
104MHz speed increments. SKC be-lieves
Compaq has targeted 939MHz or
1043MHz EV68 CPUs for the first
WildFire refresh. The speed of the first
CPU upgrade will be predicated on
Samsung’s Alpha EV68 chip yields; but
it’s safe to assume that WildFire will be
running ~1GHz Alpha CPUs within the
next 12 months. IBM plans to start
shipping copper-based EV68 parts in
mid-2001; these CPUs could boast
speeds of up to 1250 MHz.
Since the new GS-Series systems will be
upgradable to EV7 and EV8 processors,
future systems could offer as much as
twenty times the performance of the first-generation
products. When EV7 proces-sors
become available in ~2002, their
on-chip “glueless SMP” logic will en-able
Compaq to increase the maximum
CPU count of a GS-Series system from
32 to as many as 64 processors. (GS-Series
owners will be able to upgrade
their systems to the EV7-based
“Marvel” architecture by replacing the
QBBs, Global Switch logic, and memo-ry
in their existing systems).
Given the near-linear scalability of the
GS-Series architecture, doubling the pro-cessor
count should virtually double
system performance. And if Compaq
achieves its goal of increasing the trans-action
processing throughput of an Alpha
CPU by a factor of 10 from the current
EV67 implementation to an 8-wide EV8
with simultaneous multithreading (see
“A Tale of Two Architectures: Alpha
vs. Itanium,” this issue), WildFire will
gain an additional tenfold performance
improvement. As a point of comparison,
the incumbent AlphaServer GS140 offers
about four times the performance of the
original AlphaServer 8400 5/300 intro-duced
in April 1995. A twentyfold per-formance
boost over the life of an enter-prise
server can be very compelling: just
ask a Sun UE10K customer facing a
near-term upgrade to Sun’s next-genera-tion
Serengeti technology.
The actual performance improvement
over the GS-Series service life could be
significantly higher. Given Compaq’s
plans to increase the maximum CPU
count in a GS-Series system to 64 pro-cessors
when EV7 technology becomes
available, and given the anticipated per-formance
improvement attributable to the
simultaneous multithreading architecture
in the EV8 Alpha processor, we believe
the GS-Series will have an “in the box”
growth capability of at least 25x. And by
cabling multiple cabinets together,
Compaq could field even larger cache-co-herent
NUMA SMP systems. With EV7
technology, 128-way systems are feasi-ble.
With EV8 processors, the architec-tural
limit increases dramatically: a 256-
way or larger system is not beyond the
realm of possibility. All in all, the Al-phaServer
sales force has a Marvel-ous
investment protection story.
Book ‘em, Compaq!
As of May 16, a significant number of
customers—92 percent of which are in
the installed base—have bought into the
story: Compaq had 237 Day One orders,
plus an additional firm order for 100 sys-tems
to be delivered in ~2001. The ma-jority
of the initial orders are for GS160
and GS320 configurations, and average
system price is ~$500M sans storage
and services. Accordingly, Compaq re-mains
confident of achieving its 2H00
WildFire revenue goal of $1B. Going
forward, the platform should produce at
least $2B in incremental revenue in
2001. Once Compaq addresses the sig-nificant
pent-up demand in the installed
base, we expect the firm to boldly go
where no Compaq has gone before—and
where no DEC has been in quite a long
time—into highly lucrative markets now
dominated by rival server vendors.
It’ll Spread Like, Well, WildFire
SKC believes the popularity of Com-paq’s
new GS-Series will spread like,
well, WildFire. We are confident the
GS-Series rollout will reset marketplace
perceptions and customer expectations.
The new GS-Series will build on the
success of the TurboLaser platform by
providing customers with a modular,
partitionable, and highly scalable enter-prise
server. The combination of power-ful
Alpha processors and fast switches
target performance levels surpassing sys-tems
from Sun, IBM and HP. Since the
new GS-Series will be upgradable to
faster Alpha CPU technology and larger
processor counts, we believe that Wild-Fire
represents a uniquely compelling
long-term investment for installed base
customers and newcomers alike. ?"

compaq.com



To: dougSF30 who wrote (3637)8/4/2000 9:01:58 AM
From: milo_moraiRead Replies (1) | Respond to of 275872
 
<font color=darkred>You’ll Get a Slot You Like "B"

API used its first birthday party to unveil the Slot B architecture and chip packaging it co-developed with AMD. Similar in concept to the Intel Slot 2 Xeon module, the Alpha Slot B processor module contains the CPU, cache memory, voltage regulator, and a massive heat sink. Significantly, Slot B packaging enables Alpha and AMD K7 processors to share a common motherboard. This commonality will allow Alpha systems to exploit AMD K7 volumes, thus driving down the cost of Alpha-based products and rendering them more attractive to OEMs. This of course is consistent with API’s goal of driving Alpha into the high-volume marketplace. (SKC notes that API, like Compaq itself, is now placing increasing emphasis on Linux as a volume expansion solution for the 64-bit platform.)....

...Mo’ Better Motherboards

Debuting with Slot B was the UP (as in Ultimate Performance) 2000, a dual-processor-capable Alpha motherboard based on an extended ATX form factor. Developed under the code name “Swordfish,” the UP2000 supports one or two Alpha Slot B processors starting at 667MHz, and uses the same Compaq 21272 “Tsunami” core logic chipset found on Compaq’s DP264 motherboard. The UP2000 should ship by late July or early August. Prices (in 100-piece quantities) for UP2000 boards equipped with a single Alpha Slot B processor range from $4,554 (667MHz CPU with 2MB of L2 cache) to $6,611 (750MHz processor with 8MB of L2 cache.) In its role as a cost-reduced variant of the DP264, the UP2000 sells for about $1.2K less than equivalent DP264 offerings, but is constrained by slower memory and a maximum memory capacity of 2GB compared with 4GB.

Due sometime in the third quarter is the UP1000, an ATX form factor board supporting a single Alpha Slot B processor starting at 600MHz. Code named “Naut-ilus,” the UP1000 boasts the first-ever AGP support for Alpha. The econoboard also introduces AMD’s Northbridge Irongate core logic chipset, a cost and component-reduced replacement for the Compaq Tsunami chipset. The UP1000 will replace the incumbent 164UX and 164LX Alpha uniprocessor motherboards. API has yet to disclose pricing and delivery dates, but the firm believes the UP1000 will allow OEMs to build entry Alpha systems for about ~$2K...

The New Alpha Timetable

Equally notable is the latest instantiation of the Alpha processor roadmap. After languishing at the 500MHz to 600MHz level for more than a year, Alpha appears set to reassert a demonstrable clock rate advantage over Intel. API has 667MHz EV67 parts today, and claims it will ship 750MHz EV67 CPUs in August. Samsung late this year plans to bring up an 0.18-micron CMOS8 process with a mixture of aluminum and copper interconnects. API therefore hopes to be able to ship 833MHz EV68 processors by November, and 933MHz EV68 parts by February 2000. If all goes well and API manages to adhere to its quarterly “speed bump” schedule 1GHz EV68 parts could materialize by May 2000. Samsung’s Y2K move to silicon-on-insulator and then copper technology could yield EV68 parts running at 1.2GHz before the new millennium, and ultimately at speeds as high as 1.5GHz. In the interim, API plans to revisit its PCA “value series” Alpha chip strategy by shipping a low-cost version of the 21264 early next year. The “Alpha Lite” will be based on an 0.18u die shrink of the 264 core running at less than 800 MHz...

Waiting in the Wings

API already has plans for second-generation Slot B motherboards. Within the next 12 months, the UP1000 and UP2000 motherboards will be upstaged by “Caspian,” a dual-processor ATX form factor board based on the Irongate-2 chipset. Caspian will support Alpha Slot B EV67 and EV68 processors and will provide up to 4.2GB/sec of memory bandwidth using PC-266 DDR-SDRAM. Also on board will be 4X AGP, dual 64-bit 66MHz PCI-buses, and up to 8GB of memory. Sometime thereafter, SKC anticipates the debut of “Tasman,” an eight-way Slot B board based on an API core logic. Tasman will support 16 to 32GB of 133MHz DDR or RAMBUS memory. If API can meet its price and performance goals, not to mention its timetable, higher Alpha volumes just may become reality.

acersoft.com

Doug are you getting my excitement yet?

Milo

Source Avatar on RB