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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: Robert Scott Diver who wrote (7286)	8/19/2001 12:19:28 PM
From: Joseph Pareti	Respond to of 8220

ABSTRACT: According to Unigram.X, IBM has officially shelved its project to bring AIX 5L onto Intel's 64-bit architecture. Originally called "Monterey," the project brought together SCO and Sequent to build a platform that was touted as the future of UNIX. But the Linux movement was too strong, negating demand for AIX on Intel, according to IBM. The port of AIX to Intel is now complete and runs well, but may never see the light of day commercially. Don't expect IBM to throw out all of that good work. You should never say "never." Information is sketchy at this time, but we do provide you with key points. Key Points: o IBM is not planning to productize AIX 5L on Itanium o The port is complete now o Customers can get the software and run it, but IBM will not support it o IBM feels that AIX no longer had a chance to be the predominate operating system on Intel. Linux and Windows are now their picks for that spot. o IBM refuses to do demand generation for AIX on Intel o AIX 5L will still remain on the Power architecture o IBM feels the Power architecture will give them more opportunity to differentiate their UNIX solutions. o This move simplifies IBM's platform architectures and marketing. AIX and OS/400 will be on Power, and Linux plus Windows will be on Intel. o IBM has made a tremendous investment in the Power architecture in the last few years. Power4 is due to be announced in September and will ship in volume by December. This move allows IBM to refocus their enterprise marketing on a single architecture that is owned by IBM. o IBM must protect its investment in the Power architecture. They will tout Power as a great chip, much better than IA_64 for at least the next 5 years. o IBM was planning to use the Sequent NUMA technology on the Intel platform to form big NUMA clusters. Now it appears as if they are deploying NUMA on Power4-based Regatta instead.

To: Robert Scott Diver who wrote (7286)	8/21/2001 8:30:52 PM
From: art slott	Respond to of 8220

IBM Targets Interactive TV SANTA MONICA, CA (Aug. 21) -- IBM announced today that it will join with OpenTV to make chips for new Interactive TV set-tops. This is more evidence that the PC-based industry is targeting the television. Microsoft, of course, has been developing TV-centric services for years, including WebTV. However, IBM's entry into the Interactive TV business sends a loud message that it believes the TV could eclipse the PC as the number one source of communication in the home. "By combining (our) hardware with OpenTV's software, we're giving customers additional performance and programmability for emerging applications," IBM said in a statement. In other words, we don't want to be left behind by "emerging applications." I predict that IBM's announcement will spur other PC-based companies to explore Interactive TV services. Intel and Oracle have already devoted considerable resources to Interactive TV, but you can bet that others will now follow suit. -- Phillip Swann