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To: Jim Patterson who wrote (48839)2/25/1998 9:22:00 PM
From: Mary Cluney  Read Replies (1) | Respond to of 186894
 
Jim, >>>The high end that you are refering to is not a large percentage of computing world in terms of units <<<

Somehow, I think you are thinking high end meaning servers on the Internet (like SI) or as used to produce movies (Titanic)and maybe some super word processing.

I'm thinking of high end computers for use by Airlines (British Air, Lufthansa, Alitalia, Finnair, Air India, EVA, et al); Banks (City Corp, Chase, Hong Kong Shanghai, CreditSuisse, First Bank Boston, JP Morgan, etc); Brokerage Houses (Merril, Schwab,Prudential, Smithbarny, ....), Credit Card Processing; Shipping Companies (Fedex, UPS, Purolator, DHL, Airborne Express, Sealand, Maersk, Yang Ming, CP Rail, ...), Manufacturers (Boeing, Catepiller, General Motors, Mercedes, Renault, Toyota, Etc.), US Federal Governments (Treasury, CIA, DOE, Commerce....) Local Governments, (California, Texas, Delaware, New York...): City Governments and agensies,(Chicago, Amsterdam, Copenhagen, Venice,Salt Lake City, Nagano, Motor Vehicle bureaus,...);Foreign Governments, Spain, Columbia, Venezuela, Saudia Arabia,,,,,), Universities, Pharmaceutical Industry, Weather bureaus,,,,National Defense (Sudan, Roumania, Denmark, Pakistan,....), Armies, Navies,National Scientific Laboratories,,,

Well I hope you get the drift. The need for high end computers goes beyond spread sheets, email to your uncle Wilbur, and Panzer Strikes Again.

For Intel to grow from $25 Billion to $50 or even $150 Billion within George Bush's lifetime is not unrealistic.

Regards,

Mary



To: Jim Patterson who wrote (48839)2/26/1998 12:31:00 PM
From: Tony Viola  Respond to of 186894
 
Jim, Re: "Yes Y2K is a problem, but Merced is no a solution to that. If the fix is as demanding as you say,
Some of those $$ may deduct from new equipment purchaces."

Actually, the Y2K problem is resulting in more computer sales than would have occurred if there were no such thing. Companies that specialize in Y2K software analysis and fixing require more CPU's for that analysis, fix, and then testing. Companies that choose to do their own thing...same. They are buying more new equipment for the same reasons. Of course, most of the revenue volume for these new system purchases is for legacy (S390, to fix S360 and S370) systems, where most of the potential problems are.

As for Merced, I believe there will be plenty of demand for it for "normal" computing applications such as Internet and Intranet servers, data warehousing, operations automation, etc. OTOH, I've read that only Apple machines were programmed in advance to preclude Y2K potential problems, so some Merced based machines might end up on Y2K analysis for Wintel machines. That said: Apple users, don't ignore the problem. Look for it. You never know, you may get stung.

Tony