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To: Paul Engel who wrote (50517)	3/11/1998 8:14:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 186894

Yes, they have the high-end. Alpha, gone, reduced to insignificance, and manufacturerd by Intel to boot. MAC & PowerPC, give me a break. PA-RISC ----> We know where that is going..... IA-64 genesis ring a bell MIPS --> Ha Ha Ha .... Does Nintendo ring a bell, anyway the R12000 is the LAST NEC chip built.... That leaves........ SPARC.... and I think that's it... I expect SUN to go full MERCED in the future, else this will hurt SUN to spend money on what essentially is a high-expense, low profit product for THEM, as the volume of chips is far from a multi-million INTEL MERCED run... Let me know what you think... Ohhh 1 Question.. Do you expect CELERON to be a hit, seriously, or is it risky for Intel ?? Take care Jean

To: Paul Engel who wrote (50517)	3/11/1998 9:11:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Paul, Re: "Intel will market the low cost/low priced Celeron to maintain market share at the low end - and make decent profits - and reap the entire high end's profits, as you noted, without real competition." Not quite. We've been through this before, but...System 390 will continue to sell very well for the following reasons: 1. Only family that runs MVS and VM. Value of installed software base that requires MVS or VM must be into the trillions of dollars by now. 2. Scalability. Unknown if NT 5.0 is really going to improve this enough to make NT a serious enterprise OS. S390 scales to about 80% with up to 12 CPU's. 3. I/O bandwidth. Up to 512 channels combination between parallel OEMI and fiber optic (ESCON). 4. RAS (Reliability, Availability and Serviceability) including data integrity testing on every instruction, ECC on all caches, mainstore, extended store and channels, concurrent maintenance (Intel is addressing this area via things like failover and Landesk). Re ECC, I know they also put ECC into one of the PII's. 5. Security. Even Berkeley students or graduates haven't broken into one of these. Hardware encryption on all I/O transactions. 6. CMOS mainframes have caught up and surpassed the fastest ECL machines ever, at 1/7th the footprint, 1/7th the power (KVA). All this and they are priced at about one fourth the cost per MIP as the old ECL machines. 7. Performance of S390 will stay ahead. We're not standing still either. At 0.25 micron gate lengths/line widths now. OK, enough. I do agree that Merced will put major hurt on everything below S390. Tony