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

To: Tony Viola who wrote (150975)	12/4/2001 1:08:30 PM
From: wanna_bmw	Respond to of 186894

Tony, I agree with using the IBM design win - as well as any others you can find over the past month. Intel-2, AMD-0. wbmw

To: Tony Viola who wrote (150975)	12/4/2001 2:20:41 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Another design win for Intel based Blade servers. Intel-3, AMD-0 Hewlett-Packard Unveils 'Blade' Servers dailynews.yahoo.com Hewlett-Packard (NYSE: HWP - news) announced Tuesday the introduction of its new "Blade" server series, the first of its kind to be made available for general purchase. Other companies, including IBM (NYSE: IBM - news) and potential HP merger partner Compaq Computer Corporation (NYSE: CPQ - news) are developing similar Blade products to be released next year. However, Yankee Group senior analyst Jamie Gruener told NewsFactor Network that HP has the jump on competitors: "They are the first major vendor to make a lot of noise on Blade servers." Gruener went on to say that Hewlett-Packard has done a great deal of preparation prior to launching its new server line by building alliances with other companies and by setting up a road map in the way it manages the product's roll-out. All Aboard Blade servers, as HP explained in a press release issued Tuesday, are basically "computers on a board," that operate in a compact framework that resembles books stacked on a library shelf. Different aspects of a given server come in separate "Blades," such as processors, data storage, and networking aspects, according to the company. HP Blade servers also follow open standards-based architecture that allows other companies to develop products that could plug into Blade systems. Several companies have already endorsed HP's product, including Agilent Technologies (NYSE: A - news), Inktomi (Nasdaq: INKT - news), Intel Corporation (Nasdaq: INTC - news), and Oracle Corporation (Nasdaq: ORCL - news). HP estimates the street price of its new product line will run from US$1,925 for a single server Blade to $7,525 for a Blade server chassis with one management Blade. The servers will initially run the Linux (news - web sites) operating system, but will expand over the next several months to run HP's proprietary UNIX OS and Microsoft Corporation's (Nasdaq: MSFT - news) Windows OS. Server Improvements The Yankee Group's Gruener told NewsFactor that Blade offers several improvements over current servers, particularly in the way it manages IT network infrastructure and expansion. Gruener pointed out that the Blade system is extremely efficient on several levels. In the long term, the system places more data in less foot-space on the data center floor -- an important concern 18 to 24 months ago when the concept was first being developed and the economy was still expanding at such a rapid clip. Also, the Blade structure, with its separate components for each aspect of the system, allows corporations to add and deploy server capacity in a more dynamic fashion than they were able to do in the past. In fact, the HP Blade "is network-izing servers even more by complementing the SAN (Server Area Network) approach by separating data storage" from the processes related to it, the analyst said. Economic Complications Analysts predict long-term success for Blade. According to HP's press release, researchers at IDC forecast that Blade architecture will gain 23 percent of the market for entry-level servers and 10 percent of server revenue by 2005. But analyst Gruener cautions against exuberance, at least for the near term, because of economic conditions. Gruener predicted that the server market will need another 18 to 24 months to mature into a volume market, and that Hewlett-Packard will not begin to see its product really take off before 2003 or 2004. wbmw