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To: GVTucker who wrote (143052)9/7/2001 10:47:56 AM
From: The Duke of URLĀ©  Respond to of 186894
 
Sort of old news to us but it seems to be just hitting the street:



New Pentium 4 systems jilt Rambus
By Michael Kanellos
Staff Writer, CNET News.com
September 7, 2001, 7:20 a.m. PT
PC manufacturers will push the Pentium 4 toward wide circulation on Monday with new computers that for the first time wed the chip with standard memory, rather than Rambus memory.

Virtually every major computer company will unveil budget-class Pentium 4 computers for the business market at the beginning of next week. Hewlett-Packard, for instance, will release the Vectra VL 420, which will contain a 1.6GHz Pentium 4, 128MB of memory and a 20GB hard drive for $899. Gateway, Dell, IBM and others have similar plans.

All of these computers will share key characteristics. For one thing, they will cost approximately $100 less than existing, similarly configured models, according to sources, because they will contain SDRAM, the most common form of memory on the market today, rather than RDRAM, the memory based on designs from Rambus.

news.cnet.com



To: GVTucker who wrote (143052)9/7/2001 11:21:30 AM
From: deibutfeif  Read Replies (2) | Respond to of 186894
 
GV/thread, just noticed that there is about 12.5M shares worth of OI in the Sep 27.5 and 30 calls. Is this a "normal" amount? I just wonder if the big boys are trying to keep the price down until expiration.

~dbf



To: GVTucker who wrote (143052)9/7/2001 11:31:48 AM
From: Mary Cluney  Read Replies (2) | Respond to of 186894
 
GVTucker,<<<The thrust of the article is about how much old code (and presumably dated code) is floating around our financial institutions.>>>

The problem, IMO, is that we graduated, rewarded, and promoted too many MBA's who don't have a clue what technology is all about but are terrific at spouting sound bites ("it's a commodity", "it's outdated technology", "its not Java beans", "wireless PDA's are the future", etc, etc, etc.....)

Most of the computer program code that run Wall Street is still written in Fortran, Cobol, Adabas, basic, et al. Java Beans have no significant presence in back office systems. They spent a fortune remediating Y2K specific software code - but they only scratched the surface - they fixed mostly date related problems. Otherwise, most of the computer software still running were written in the 60's, 70's, and 80's. But, the MBA's that are in charge now are not interested in rewriting the software, they are out looking for the next killer app. They think that they can buy terrific new hardware and some off the shelf software to fix all their problems. That's not going to happen.

Mary