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


To: Paul Engel who wrote (115234)10/30/2000 3:30:14 PM
From: Barry Grossman  Read Replies (2) | Respond to of 186894
 
Paul,

Speaking of servers, here's a sample of CNET bias in the following story. The writer didn't have a problem mentioning the AMD processor that will be on the desktop product, but conveniently ignored whose processors are in all those servers Micron will now be selling, so I thought I'd help him out.

Barry
-----------

yahoo.cnet.com

HP servers top array of new Micron offerings
By Joe Wilcox
Staff Writer, CNET News.com
October 30, 2000, 9:55 a.m. PT
Micron Electronics ushered in Halloween a day early with a grab bag of new models in a variety of sizes.

The Nampa, Idaho-based PC maker Monday refreshed its notebook line, added 1.2-GHz Athlon processors to its desktop lineup and cut a deal whereby Hewlett-Packard will make servers for Micron.

The HP deal is perhaps the most significant part of the announcement, as Micron has been overshadowed by industry leaders in selling servers. Under the terms of the agreement, HP will manufacture the servers, which will be co-branded with Micron.

Both companies are expected to benefit from the arrangement, which should add to the volume of servers HP sells. Micron, which offers systems directly to customers, will bring HP's NetServer to a broader market, since HP largely sells systems through dealers.

Micron immediately will offer four NetServer models:
The LH 6000 database server, the LC 2000 workgroup server and the rack-mountable LPr and Storage 12 models. In December, Micron will add the NetServer LT 6000r and E 800 to the lineup.

[hp netserver lh 6000
Up to 6 Intel® Pentium® III Xeon™ processors at 700 and 550MHz

netserver.hp.com

hp netserver lc 2000
Dual Intel® Pentium® III processors at 1GHz, 933, 866, 800, 733, and 667MHz

netserver.hp.com

hp netserver lpr
Dual Intel® Pentium® III processors at 850, 800, 750, and 700MHz

netserver.hp.com

hp netserver e 800
Up to two Intel® Pentium® III processors at 866, 800, or 733MHz

netserver.hp.com]

Gartner analyst Kevin Knox described the deal as a "win-win for both companies," even though it will have little impact on either's server-market share.

"Micron has been fading and dwindling in the server space, and they really never got the benefits of the NetFrame acquisition," he said. "They really didn't have a technically differentiated product, and in many cases it was hurting them in deals."

Micron acquired NetFrame in July 1997 in an attempt to bolster its server line. But the company's indirect sales channel did not mesh well with Micron's direct sales strategy, Knox said. Micron also failed to dedicate the research and development dollars necessary to expand the server line and show commitment to the market space.

"The HP deal is going to give Micron a broader product line and reassure some customers about servers, whereas before people had lots of concerns about Micron's commitment," Knox said.

On the desktop, Micron has extended a commitment to deliver systems using processors from Advanced Micro Devices. At the request of Best Buy, Micron in late September started offering AMD's 700-MHz Duron systems through the retailer.

"Micron was one of the last holdouts when it comes to AMD," said PC Data analyst Stephen Baker.

Compaq Computer, Gateway and IBM are among the other major PC makers selling systems using AMD processors.

Initially, Micron offered AMD processors only at Best Buy, where it sells some five models on store shelves. The shift to Athlon changes Micron's commitment as it begins to market AMD-based systems directly.

Micron's Millenia Max xP will offer not only the 1.2-GHz Athlon but also Double Data Rate (DDR) DRAM, which is a faster version of standard memory, or SDRAM.

Micron's move to DDR, along with other PC makers supporting Athlon, sets the stage for a memory war going into next year. While AMD backs DDR, rival Intel has committed to using competing Rambus DRAM with Pentium 4.

Micron has priced the Millennia Max Xp aggressively. The new PC starts at $1,999 with a 1.2-GHz Athlon processor, 128MB of 200-MHz DDR memory, a 64MB NV15 GeForce 2 graphics card, a 20GB hard drive, a 12x DVD-ROM and a 8x/4x/32x CD-RW drive, a 56K modem, speakers, a 17-inch monitor, Microsoft Office 2000 Small Business Edition, and the Windows Me operating system.

Micron starts taking orders for models with 266-MHz DDR memory as of Nov. 6 and expects quantities to be limited until December.

On the portables front, Micron added two new TransPort models, the GX and GX+. The new models, which weigh just less than 7 pounds, are nearly identical, except for the size of the display. The new portables replace the TransPort ZX and can use the same drives and components as the to-be-retired notebook.

The Transport GX sells for $3,499 with an 850-MHz Pentium III processor, a 14.1-inch Super XGA display, 128MB of SDRAM, 16MB of video memory, an 8x DVD-ROM drive, an integrated modem and network card, Office 2000 Small Business Edition, and Windows 2000. The Transport GX+, with a 15-inch display, costs $100 more.



To: Paul Engel who wrote (115234)10/30/2000 4:03:44 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Paul and John, >"Intel Corporation today announced a host of new server products to be offered through its worldwide channel program"

Hmm, Intel skating very near being a server OEM again? Picking terms from the article, the packaging level goes from:

An "Intel Server Board STL2 "...OK, an OEM or system integrator will build that into their own server box. To:

"Intel Server Platforms SPKA4 and SRKA4 "...OK, later these are called building blocks, so it sounds like they, too, would be bought by an OEM and then integrated into their own box. But then, one of them is described as "pedestal server platform, and can be converted to a 7U rack-mountable configuration." The last part sounds very close to a finished product to me.

Then there is this one: "The new SRPM8 system features the Profusion* chipset supporting up to eight Pentium III Xeon processors, 32GB of ECC SDRAM memory, 64-bit/66MHz PCI slots, PCI Hot-Plug functionality and advanced system management. The SRPM8 delivers balanced performance, offering both processor scalability and high I/O throughput. The processing power is packaged in a space-efficient 7U rack mount chassis to meet the needs of the enterprise computing market segment."

Definitely sounds like a finished product.

Oh, I see, this part explains it:

Among the products being introduced for channel availability are the Intel® Server Board STL2, the Intel Server Board SBT2, the Intel Server Platforms SPKA4 and SRKA4, and, to qualified system integrators, the Intel SRPM8 High-End 8-Way Intel Pentium® III Xeon(TM) Rack Mount Server.

So they sell some out to "the channel" and others to "qualified system integrators". I understand former, but who are the latter?

So, the end customers for these might be:

- Web hosters like Digex or PSI Net (don't dare to say Exodus). If so, Intel would be competing directly with Compaq, IBM, HP and Dell. Who does the maintenance on the resulting racks?

- OEMs, like Dell who don't do much of their own R&D

- Other?

Maybe I go around and around on this stuff too much, i.e., about Intel competing with its own best customers on server products. Maybe John Hull could lend some "straightening out" if he's reading.

Great looking products though! Sound like Compaq or IBM quality. And, as a stockholder, I don't mind Intel making oodles of money in the white hot server market DIRECTLY (as long as the their OEM customers "understand"). Also, from my own experience with Intel server "building blocks" they are excellent quality.

Tony