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 : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: hlpinout who wrote (91987)7/2/2001 7:08:43 AM
From: hlpinout  Respond to of 97611
 
July 2, 2001

Printer-friendly

Editor's Note:
On Compaq's New Menu: Software And Services

By John Foley (jpfoley@cmp.com)

he events of last week provided the latest evidence that some major trends are reshaping the computer industry in fundamental ways--changes that will have long-term impact on how businesses buy and deploy computer systems. Trend No. 1 is that computer makers are finding it hard to rationalize the cost of building their own RISC processors and are turning to Intel instead. The second trend is that even the hardware business is morphing into a services business.

Compaq brings these trends into sharp focus. As senior editor Paul McDougall reports in this week's cover story (p. 18), Compaq is moving away from building its own proprietary microprocessors, embracing Intel's new 64-bit Itanium chips across its high-end server line, and promising to expand an already sizeable services organization. It's hard to argue with the logic of these moves. As superb as Reduced Instruction Set Computing chips have been for years, they're expensive to develop and manufacture. Also, most everyone would agree that hardware companies need to provide a wide variety of excellent services to keep their customers happy.

But that doesn't mean this is all going to be easy for Compaq--or its customers. Essentially, Compaq is planning to move from longstanding and stable architectures--Tru64 Unix and OpenVMS on Alpha, and NonStop Himalaya on Mips--to Intel's largely unproven 64-bit chip. The devil will be in the details of making it happen. Unix on RISC runs many of the business world's key applications. By comparison, Compaq has yet to ship anything on Itanium.

The nuances aren't lost on Compaq's customers. "It's difficult to evaluate how our systems are going to perform on a different chip architecture because right now we don't have anything to evaluate," says Joe Pollizzi, deputy head of the engineering software services division at the Space Telescope Science Institute.

Compaq is already a major player with some 38,000 services employees. But it still has plenty to prove. Does a company with its roots in the PC industry have the experience to advise businesses on their hardest-to-solve business problems? If it does, how will Compaq distinguish its services from those offered by other big computer makers?

How does all this sit with you? Is your company ready to kiss RISC goodbye and go with Itanium? Do you want a services partner that would like nothing more than to sell you some of its hardware? Let me know at the address below.



To: hlpinout who wrote (91987)7/2/2001 7:22:11 AM
From: hlpinout  Respond to of 97611
 
Ugh.
--
Gateway Japan Ranks Top for Third Straight Year: Support Ranking
July 2, 2001 (TOKYO)

nikkeibp.asiabiztech.com



To: hlpinout who wrote (91987)7/2/2001 7:23:47 AM
From: hlpinout  Respond to of 97611
 
Hagemeyer sells IMD unit to Compaq for undisclosed sum

--------------------------------------------------------------------------------

Story Filed: Monday, July 02, 2001 3:29 AM EST

AMSTERDAM, Jul 02, 2001 (AFX-Europe via COMTEX) -- Hagemeyer NV said its unit IMD, which operates in the field of maintenance, service and support of hardware and software, has been sold to Compaq Computer Co for an undisclosed sum.

IMD had sales of 16 mln eur in 2000, Hagemeyer said, noting the sale is subject to the approval of the Dutch competition authority NMa.

Hagemeyer noted that the sale of IMD completes the restructuring of its unit Computerij Groep which was announced last year.

ls/jsa

Copyright 2001. AFX News Ltd. All rights reserved.



To: hlpinout who wrote (91987)7/2/2001 7:31:29 AM
From: hlpinout  Respond to of 97611
 
Some charts at the link.
--
Intel and Alpha convergence revealed

Exclusive: How the move will go
By Mike Magee, 30/06/01 10:41:08 BST

"Compaq is totally committed to Alpha as its high-performance e-business platform. It will keep and extend its performance lead over other 64-bit architectures, in particular IA-64" - Jesse Lipcon, now ex-Compaq guy, quoted on Alphapowered.com
AN ENGINEER close to Compaq's plans has delivered a presentation to the INQUIRER which indicates the direction Intel will take over the next 10 years as it moves Alpha technology into its existing Itanium roadmaps.

Although, he stresses, not all future options for the convergence of the chip technologies are yet complete, this is the broad direction Intel will take to integrate Alpha.

The long term technology and joint marketing agreement between La Intella and Compaq is already under way, with the full port of OpenVMS, Tru64 Unix, NSK (non stop kernel) and NSK middleware to the Itanic platform, he explained.

There will be "enhanced" server roadmaps for Himalaya, OpenVMS, Linux, Tru64 Unix and Windows up to 2003, likely to include a MIPS based Himalaya speedbump, the long-awaited 1GHz EV68 and the EV7-79 Marvel programme. Blazer will be Compaq's first Itanic Proliant four way system in this (Q3) quarter.

This is, in the early "roses, roses" days of the agreement, is how both firms see things. Time will tell whether these fall into the Burns 'best laid plans of mice and men' category or not.

Update
Compaq watcher Terry Shannon, who edits Shannon knows Compaq, had this to say after he saw our original story which we posted early today:

It appears that the architectural transition does not begin until mid-2004, apparently in the post-Madison IPF timeframe. This would make sense, since McKinley is a done deal, and Madison is well along in the development cycle. I wouldn't expect to see many Alpha artefacts materialise in IPF chips until Deerfield or Deerfield +1.

Taking a close look at the current Alpha roadmap, it seems that a 1.25GHz speed bump will be added to the midrange ES-Series lineup sometime next year. 1GHz ES45s are shipping now to HPTC customers who have ordered mass quantities of the systems, general availability is slated for 4FQ01. There's also an 833MHz speedup for the low-end DS-Series uni and dual processors, this may get announced on July 16 together with the 1GHz GS-Series and a new release of Tru64 UNIX. A 944MHz upgrade awaits the DS-Series early next year, the 1GHz upgrade has been pushed out until late 2002 for these systems.

A proposed 1.25-1.4GHz upgrade to the GS-Series is off the enterprise systems roadmap. Since the upgrade may have involved another multiple-organ transplant (another round of QBBs and FireBoxes) to support a proposed 16MB L3 cache, Compaq apparently decided not to bother. The Next New Thing for the high end will be the 1.2GHz EV7-based GS-Series Marvel in early 2003. Marvel and the ES-Series then get a 1.6GHz EV79 upgrade in 2004. (Thanks to the modular design of the Marvel platform, the ES and GS Series will differ primarily in CPU capacity; you should be able to start with a 2P ES-Series and take it all the way up to a 64P Marvel.)

Moving right along in the slide show, we see InfiniBand entering the Alpha scheme of things in mid-2003, and the IPF world in mid-2004. Since InfiniBand will form the I/O, system interconnect, networking, and clustering fabric for the post-Marvel system, 2005 seems like a reasonable timeframe for the first post-Alpha large-scale enterprise system. And lo and behold, the next-generation system will bear more than a passing resemblance to the QuickBlade architecture, as shown on the last slide.

Since the next-generation fabric-based system was designed to be architecture-independent right from the get-go, the reorganised AlphaServer Platform Team and lead architect David Fenwick should have no problem adapting to the Alpha-IPF CPU swap. This post-Marvel system has been under development for more than a year now, and initially targetted EV9 and IPF processors. The only technical "knothole" I foresee is delivering glueless SMP support (a la EV7) to IPF chips; the Blade strategy may render this a moot point.

The Himalaya NSK platform is omitted from the roadmap, but the NSK folks shouldn't have a difficult time coping with the CPU change. Five years ago, Tandem opted to base future Himalayas on IA-64 CPUs. Some initial work was done with Intel, and when Compaq three years ago announced that Himalayas would become Alpha-inside, Intel--perhaps with no small amount of foresight--decided not drop the Himalaya-specific chip attributes (deterministic behavior, etc) from the IA-64 design.

Accordingly, the Himalaya designers will take their original IA-64 plans down from the shelf, dust them off, and implement the processor-specific millicode necessary for the migration. The net result is that post-MIPS Himalayas will show up a little later than expected (2005 instead of 2004), but replete with the same code translation and optimisation technology that smoothed the path from CISC to MIPS RISC-based Himalaya S-Series systems.

Also omitted from the roadmap but critically important to Compaq's architectural "harmonic convergence" is marchitecture. Compaq has but one chance to get this right, and if the firm displays the same marketing prowess (or lack thereof) that Digital used to snatch defeat from the jaws of victory with the Alpha program, the outlook is bleak. To its credit, Compaq seems cognisant of the gravity of this strategic shift, and thus far seems to be acting accordingly. If the folks in Compaq's marketing war room can see the forest for the "Trees" and pursue an aggressive and proactive marketing strategy coupled with a credible and compelling message, the firm should be able to accomplish the transition. But time will tell. µ

theinquirer.net



To: hlpinout who wrote (91987)7/2/2001 7:33:01 AM
From: hlpinout  Respond to of 97611
 
From The Inquirer.
--
ATI likes Compaq. Suddenly.

ATI likes Intel, loves Compaq
By Fuad Abazovic, 01/07/01 17:29:04 BST

THINGS CAN always get a bit more complicated when you talk about IT. Few days back ATI announced that they will "combine force" with Compaq and build into Compaq Presario 7000 their well known All in Wonder Radeon 32 DDR card inside of it!
Since this will be remembered as the week of Compaq–Intel-Alpha, it seems to me that ATI has performed a great marketing/timing miracle to announce such a product.

Compaq will offer these cards through some sort of their interesting "kiosk program", built for you [Ain't this a dumb name, Ed?] where a user can build his own PC and chose the one and only AIW card which offers you almost everything you would like from one graphics card, including a TV tuner, a DVI port, DDR memory but only 166 MHZ clocked through PVR personal video recorder which will give you opportunity to record a few hours of MPEG 1 or MPEG 2 Video and store it on your DVD-R, if you are rich enough to possess one.

Gemstar-TV Guide GUIDE Plus+™ system is a way to make your TV watching "easier" through a Web based TV planar.

The most interesting part for me is that ATI arrives with this announcement just after Intel starts to like Compaq (and vice versa) and we all know that ATI has "special relations" with Intel. They like to call it a "broad cross-licensing agreement". Surely Intel cannot have been the catalyst that brought ATI and Compaq together? Shucks. It's probably only hasard, coincidence.

So If you like Compaq and AIW here is a choice for you. -- the AIW based on Radeon 2 is still not so close -- it's a few more months away. µ

* SO FRIGHTENED ARE THEY of Graphzilla that ATI, SiS and Trident are keeping very quiet about the fact they're ignoring Nvidia, according to this report in Friday's Digitimes. DON'T SHOUT ABOUT IT!
--
AMD and Samsung could save Alpha day

Root and branch speculation
By Mike Magee, 01/07/01 12:05:03 BST

SO WE NOW KNOW that Samsung and API Networks are in the clear on being able to produce Alphas for whenever.
But what if AMD and Samsung - and the API Networks bunch - were to get together and make a go of the "non-exclusive" technology that, according to Compaq's Capellas and Intel's Otellini, means that the US Federal Trade Commission (FTC) will be disinterested in the deal?

We know some facts. First, the old DEC and Compaq engineers on the Alpha project are very very unhappy with the odd move that came out of the blue for them a week ago last Friday.

Secondly, we know that Samsung, despite retaining a lofty silence throughout, is also unhappy about the moves.

Samsung has an Alpha architectural licence that covers EV8 and beyond and also has cross licensing deals with La Intella which also, we suspect, last forever.

Thirdly, we know that AMD is not going to just sit around while Intel sews up the 64-bit world, seeing as Sun is looking a tad shaky without an Itanic offering, HP has more or less given up the PA RISC project and the Alpha is... well... almost an ex-Alpha.

Wouldn't it be possible for AMD, Samsung and said engineers all to cabal together to work on an EV8 with backward X86 compatibility?

Just think - four way motherboards, a fast bus, and all that Alpha whoosh...

It's just a what if and sheer speculation, but should such an initiative form, we believe it would be in the best interests of the industry and of consumers.

If the industry players that are cut out of the equation act quickly, they might just have a chance to give La Intella a run for the unknown amount of money it lashed out. µ

* AMD IS being offered close to $100 million to build a new fab in Austin, AMD Zone reports today.