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To: peter grossman who wrote (2690)	1/19/1998 3:39:00 PM
From: Peter Church	Read Replies (1) \| Respond to of 10309

This article referenced last year (Post # 873) indicated a possible I2O effect: a shift among hardware and peripheral manufactures which could be to the detriment of some companies. I am interested in short selling companies which might loose business due to the I2O shift. Can anyone help identify which companies will loose in this process? Intel architecture gains ground at confab -- PC I/O scheme drives computing sea change---April 20, 1997 Terry Costlow and Ron Wilson Summary of Implications of I20 - Architecture eases device-driver development, promises true plug-and-play - Off-loading I/O processing to the 960 revs throughput - Firmware migration from peripheral controllers to I2O processors could threaten some equipment markets-and further enrich Intel ...The third, much-less-publicized effect of I2O will be a major realignment in the peripheral-device market, observers predict. The architecture puts a powerful CPU and a dedicated PCI bus at the disposal of the I/O devices, in effect duplicating the intelligence already present in device controllers. It is thus possible simply to strip the intelligence out of the I/O device and move the firmware to the 960. That migration appears to have begun, Kearns said. Some vendors of RAID disk arrays are reportedly pulling the RISC engines out of their controllers and moving their algorithms to firmware on the I2O processor. Not in hardware Similar hollowing out of the peripherals can happen in the communications sector....such issues as networking flow control might best be handled on the 960, rather than in hardware on the network adapter. The next logical step in the process would be removal of whole categories of equipment from the industry. A number of Fast Ethernet adapters could be attached to the I2O PCI bus, with the 960 taking the place of a network hub or router. Sweeping impact Such a convergence could have sweeping economic impact. It could mean the disappearance of separate networking boxes from many low-end and midrange networks. The revenue would instead flow to Intel, which is rapidly incorporating I2O into a new generation of server motherboards, and to Intel customers who do their own I2O-enabled boards. exchange2000.com ---