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To: PCSS who wrote (2098)11/4/2002 12:33:28 AM
From: The Duke of URL©  Respond to of 4345
 
As I see it as of the time of this post the e and naz are up about 18 points. This is not exactly earthshaking, movement wise.

It means the naz opens 18 up. And a lot of time it does this and stays for a half hour then goes down.

Yes it is true that ms and the whole related tech names should sky rocket tomorrow, however, a lot of money has left the market and gone into single family dwellings and a lot of the Buzz and Batch Momentum funds aren't alive anymore.

Buffett says that 7% growth is the new paradigm for a while.



To: PCSS who wrote (2098)11/4/2002 10:00:24 AM
From: The Duke of URL©  Respond to of 4345
 
New chip powers high-end Intel servers

By Michael Kanellos
Staff Writer, CNET News.com
November 3, 2002, 9:00 PM PT

Intel released three new Xeon chips for four- and eight-processor servers in a move to increase the pressure on Sun Microsystems.
The new chips--formerly code-named Gallatin--are enhanced versions of Intel's Xeon line for multiprocessor servers. The fastest of the new chips runs at 2GHz and contains a 2MB tertiary cache, a reservoir of memory for rapid data access. The older Xeon, which came out in March, tops out at 1.6GHz and has a 1MB cache.

"The performance speed-up is in the 20 (percent) to 38 percent range" on various applications, said Lisa Graff, director of enterprise processor marketing at Intel. "Cache (has) a huge impact on performance."



IBM, Hewlett-Packard and Dell Computer, among others, will adopt the chips fairly rapidly, as the new chips cost the same as the older Xeons and can fit into existing servers without a great deal of re-engineering. These servers start at $6,000 and can cost more than $100,000 when fully configured.

The four- and eight-processor server market has become the primary battleground in the war between Sun and Intel. Servers made with Intel chips running Windows or Linux dominate the one- and two-processor segment.

Servers running RISC (reduced instruction set computer) chips such as Sun's UltraSparc III, and Unix operating systems, though, still dominate the more lucrative parts of the market. RISC servers still account for 60 percent of server revenue worldwide, according to figures from research firm IDC, although they make up only 12 percent of units shipped.

With the new Xeons, IBM and other companies say they can undercut and outperform Sun. Just as important, large organizations are increasingly willing to buy Intel-based machines for running large databases and other tasks historically allotted to RISC machines.

"We're getting a lot of customers coming from Sun to Intel on the x440," said Doug Outhout, director of high-performance xSeries servers at IBM. The x440 is IBM's high-end Intel machine and is capable of running 16 chips at once.

Sun could not be reached for comment.

Still, it's going to be one long, slow war. Sun, IBM and HP, which also sell RISC-Unix servers, continue to enhance the performance of their 16- and 32- processor machines while improving the value proposition on the lower-end boxes.

"The Unix market has really learned in the past year about doing things less expensively," Outhout said.

Jeff Hewitt, an analyst at Gartner, said that, except for IBM's x440, which is experiencing growth, most of the new Intel systems would probably be bought to replace existing four- and eight-processor servers.

A close count
The Gallatin servers to some degree will also compete against servers running Intel's more expensive Itanium chip. Benchmark tests show that the difference between the Gallatin servers and current Itanium servers isn't huge. On the Transaction Performance Council's TPC-C benchmark, which counts transactions per second, the four-processor Gallatin box is currently only "a little bit underneath" a similar Itanium system, Intel's Graff said.

"That's a real problem for Intel," Hewitt said. "Until the applications are there (for Itanium) and until the operating systems are there with all of the capabilities, you can probably do most of the things you want to do with the Xeon products."

Graff said that the close performance between the current Gallatin systems and Itanium comes from the oscillating nature of the product releases. The last Itanium, Itanium 2, came out this summer. Madison, a new version of Itanium coming next year, will open the gap.

"You will see the Itanium line consistently ahead of Xeon," Graff said. The Gallatin systems also handily beat published benchmarks from Sun.

Opteron, AMD's server chip, could put pressure on Intel. "That has some significant benefits," IBM's Outhout said. "We think they have the opportunity to do some serious damage to Intel next year."

IBM will use the new chip in the four-processor x255 server, which can be equipped with its own storage unit, the x360 for racks, and the x440. An eight-way x440 achieved a TPC-C benchmark of 111,024 transactions per second, which IBM asserts is a new record.

The chip will displace the older chip over the next eight to 10 weeks, according to IBM.

Dell, meanwhile, will start offering Gallatin in the PowerEdge 6600 and 6650 servers, a representative said. The line starts at $5,999.

HP will offer the chip on the ProLiant ML570 and ProLiant DL760 servers. A fully configured ProLiant achieved a TPC-C score of 109,167, according to HP. Both IBM and HP will insert the chip into blade servers in 2003. Blades are far thinner than standard servers and can be managed more easily from a central location.

The new chips run at 1.5GHz, 1.9GHz and 2GHz. The 1.5GHz and 1.9GHz models contain only 1MB of cache, while the 2GHz version contains 2MB. The chips are made on the 130-nanometer manufacturing process, while the older Xeons were made on the 180-nanometer process. The nanometer figure refers to the average size of features on the chip. Shrinking the chip allowed Intel to insert more cache, Graff said.

The 1.5GHz version sells for $1,177 in 1,000-unit quantities, while the 1.9GHz and 2GHz versions sell, respectively, for $1,980 and $3,692.



To: PCSS who wrote (2098)11/4/2002 10:06:37 AM
From: Oeconomicus  Read Replies (1) | Respond to of 4345
 
Well, we are convincingly through the 200-day now, but bumping against the April/May lows. Past support becomes resistance or do we go straight to past resistance around 20?

Bob



To: PCSS who wrote (2098)11/4/2002 1:15:42 PM
From: Captain Jack  Respond to of 4345
 
Michael-- took a 5 bucker & gone,for now!



To: PCSS who wrote (2098)11/6/2002 2:21:01 AM
From: The Duke of URL©  Read Replies (1) | Respond to of 4345
 
HP to offer three-in-one tablet PC

By John G. Spooner
Staff Writer, CNET News.com
November 5, 2002, 9:00 PM PT

Hewlett-Packard will announce its own twist on the tablet PC on Thursday, with a new kind of transformable computer that features a detachable keyboard.

Tablet PCs are essentially 3- to 4-pound "ultra-portable" notebook PCs with touch screens, wireless Internet connections, and speech and handwriting input. Some, known as convertibles, have screens that can rotate 180 degrees and fold down to create a tablet. Others follow a more traditional, tablet-only route.

HP's Compaq Tablet PC TC1000 does both. The machine can be used like a notebook or like a tablet, thanks to a special detachable keyboard, and can also serve as a primary PC through a docking station.



HP designed the machine to be small and modular to solve some of the problems of the tablet.

A person can carry the tablet portion of the HP computer, which weighs 3 pounds, into a meeting to take notes, view documents, and write e-mails and short messages using the touch-screen pen. Software available from Microsoft and third parties will allow tablet PC users to use wireless networking to shoot pen-based instant messages and e-mail back and forth and collaborate on documents.

But when consumers want to draft a longer document or an e-mail, they can attach the keyboard and use the device like a traditional notebook.

Back at the desk, the tablet can be placed into its docking station to be used with a desktop keyboard, a mouse and a large monitor. But it can still operate as a tablet, rotating to allow a person to use it to take notes while on the phone.

"The outcome is a brand-new category of devices--a brand-new form factor you won't see anywhere else," said Ted Clark, vice president for notebooks at HP's Personal Systems Group. "It's the combination of all these together, meaning the pen and the keyboard, that makes this useful."

But HP admits tablet PCs won't appeal to everyone at first.

The HP tablet PC is aimed primarily at business customers--people who want a highly mobile notebook but who understand the trade-offs necessary to achieve it, including the smaller screen and more cramped keyboard.

"We're not saying we're going to replace Pentium 4 desktops or notebooks with 15-inch screens," Clark said.

HP's Compaq Tablet PC TC1000 is based on a 10.4-inch screen protected by tempered glass and includes a full-sized pen and a detachable keyboard. The machine will use Transmeta's TM5800 processor running at 1GHz, along with 256MB of RAM (random access memory) and a 20GB hard drive for $1,699. Adding 802.11 wireless networking, which the company believes most customers will do, ups the price to $1,799. Customers can also add extra memory and larger hard drives for additional fees.

Size matters
HP believes around 3 pounds is just right for customers who will carry the tablet PC with them throughout the day. The company has also experimented with somewhat smaller tablets with 8-inch screens.

At $1,799, the HP machine costs about $200 more than Compaq's Evo N200 notebook, which it will replace.

It is close in weight to other Tablet PCs, such as Acer's C102T or ViewSonic's V1100, but it beats machines like Toshiba's Portege 3505 on price.

Toshiba's Portege 3505 is a larger machine, with a 12-inch screen, and weighs about 4 pounds. It comes with a 1.3GHz Pentium III processor from Intel, both 802.11 and Bluetooth wireless networking, 512MB of RAM, and a 40GB hard drive. The machine will sell for $2,499, according to information posted on CompUSA's Web site last week.

HP and other tablet PC makers believe that over time either consumers will be drawn to the devices or notebooks will simply begin to adopt some of the capabilities of Microsoft's Tablet PC software, such as handwriting recognition.

But the ultimate success of tablet PCs will be limited by price. The average price for a consumer notebook purchased at retail is around $1,475, according to recent data from NPDTechworld.

"There is quite a bit of interest right now" in tablet PCs, said Don MacDonald, director for mobile platforms at Intel. "We've seen quite a lot of interest in the business space in convertibles...(but) price points will determine how pertinent these will be for the consumer."



To: PCSS who wrote (2098)11/11/2002 12:07:16 AM
From: The Duke of URL©  Read Replies (1) | Respond to of 4345
 
A power server for penny pinchers

By Michael Kanellos
Staff Writer
November 10, 2002, 9:00 PM PT

IBM will release a new eight-processor server for the Unix market on Monday aimed squarely at IT buyers on a budget.
The p650--featuring a new version of IBM's touted Power4 chip--will allow Big Blue to better take on Sun Microsystems and Hewlett-Packard in the mid-range Unix server market in terms of price and performance.

"In today's economy, if you give a customer a choice of spending less, he will take it," said Karl Freund, vice president of product marketing for pSeries servers at IBM. Freund added that IBM's current servers "are not as aggressively priced."



Eight- and four-processor Unix/RISC servers largely are deployed to run large databases or complex inventory applications such as those from SAP. Although servers containing Intel chips account for more machines in terms of units, Unix/RISC servers are more profitable, often selling for well over $100,000.

The p650 itself starts at $29,995 and runs as high as $129,995. That's around the same range, if slightly lower, than existing servers from Sun. The new system, though, comes with chips running at higher clock speeds.

For the past few years, Sun, HP and IBM have jousted for dominance in the field, undercutting each other on price and performance while trying to steal accounts from each other through complex service and product deals. Sun in particular has worn a target on its back because of its success in the late '90s.

"They (IBM) define their competition as Sun," said Jean Bozman, research vice president at market research firm IDC. "If they really want to be tough about it, they can pack PCs or other services in the same basket."

Sun representatives pointed out that the company is the leader in the eight-way server space and even gained market share in the second quarter, while IBM and HP lost market share.

The price drop, in part, comes from IBM's expanded use of the Power4 chip family. Unlike other server chips on the market, members of the Power4 contain two processing cores, the functional brain inside microprocessors. Therefore, to build an eight-processor server, IBM only has to insert four chips inside the box, which allows the company to economize on space and other components.

The Power4 chip initially came out in the "Regatta" server line, which holds up to 32 processors (contained on 16 chips). In August, the company came out with a four-processor (two chip) pSeries server. The new box effectively fills the gap between those two.

The p650 actually contains a new version of its Power4 chip called the Power 4+. The Power 4+ is manufactured on the 130-nanometer manufacturing process, making it faster and more energy efficient than existing Power4 chips, which are made on the 180-nanometer process. (The nanometer measurements refer to the average size of features on the chip. Performance goes up when features shrink because electrons have to travel less far.)