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To: puborectalis who wrote (152317)	12/12/2001 6:50:08 PM
From: puborectalis	Respond to of 186894

Intel takes aim at Sun with new 'carrier-grade' servers Semiconductor Business News (12/12/01 12:09 p.m. EST) SANTA CLARA, Calif. -- Intel Corp. here today entered the "carrier-grade" server market for telecommunications applications, announcing a pair of dual-processor systems, based on a 0.13-micron version of its 1.16-GHz Pentium III microprocessor line. The two systems--code-named Langley and Mullins--are said to be about half the price but double the performance of competitive RISC-based servers, especially the Netra line of systems from Sun Microsystems Inc., according to Intel. A competitive Netra server from Sun is around $10,000, but the new systems from Intel could start at $5,000, according to Intel. Intel's "carrier-grade" servers also compete against products from Hewlett-Packard, IBM, and others, it was noted. Langley and Mullins will not be sold under the "Intel" brand name. Instead, Intel will offer the servers for systems manufacturers that are looking for a quick and competitive entry into the telecommunications market, said Shantanu Gupta, director of marketing for Intel's telecom platform group. "We are offering low-cost servers for next-generation networks," Gupta said. Geared for the telecommunications and Internet service provider (ISP) space, the "carrier-grade" servers conform to strict reliability requirements as defined by the Network Equipment Building Specification (NEBS) and European Telecom Standards Institute (ETSI). "Carrier-grade" servers also comply with telecommunicationsindustry requirements for platform ruggedness to survive environmental hazards such as excessive heat and cold, fires and earthquakes. Intel will offer to two platforms. The code-named Mullins platform will sell under the name of IU. Based on a 0.13-micron version of the 1.16-GHz Pentium III, IU is a dual-processor system that features two PCI slots, memory, SCSI, and Ethernet- and Fast Ethernet-based connections. The other system--code-named Langley--will sell under the name of 2U. The 2U is also a dual-processor system, but it features six PCI slots, dual SCI, and other features. The products are now shipping.

To: puborectalis who wrote (152317)	12/12/2001 7:32:55 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Fallope, re: Semico said it has now set its forecast for semiconductor growth in 2002 at 20%. Its forecast is more bullish than estimates from other research firms, which are generally calling for slight growth in chip revenues next year, in the range of 1-to-6% from 2001. Most industry estimates show chip revenues plunging 32-to-35% in the 2001 downturn. I wonder if anyone tracks the accuracy of these research firm predictions? From my faulty memory, it seems like they are all over the map, fluctuate constantly, and just don't play out. Maybe I'm wrong, if anyone pays attention, which firms have a good track record? John