To: dougSF30 who wrote (3637 ) 8/3/2000 11:29:49 PM From: milo_morai Respond 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