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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Barry Grossman who wrote (52276)	4/7/1998 2:58:00 AM
From: Paul Engel	Read Replies (5) \| Respond to of 186894

Barry, et al. - IBM may invest in AMD, but they seem to like Intel's New 350 MHz and 400 MHz Pentium II Devices. Here's the story. Paul {=============} infoworld.com IBM Netfinity servers to get Hot Plug, PCI support By David Pendery and Dan Briody InfoWorld Electric Posted at 5:13 AM PT, Apr 4, 1998 Exerting serious pressure on an already price-competitive server market, IBM will announce this month a Hot Plug PCI-enabled server into its Netfinity server family, costing from $6,000 to $6,500. "That's a very aggressive price point for this space," said James Gruener, an analyst at the Aberdeen Group, in Boston. "In the low end you need it. You are competing in a commoditized market, where even mom-and-pop resellers are in the business. If you are not aggressive, you will watch your products gather dust." A source familiar with IBM's plans said the new Netfinity 5500 will run on one or two of Intel's next-generation Pentium II processors, initially at 350 MHz and shortly thereafter at 400 MHz. The server will have Hot Plug PCI technology, a type of Ethernet card "tethering" that provides fail-over capability (the cards will also be hot-swappable in the event of failure), and an "advanced service processor" that governs monitoring functions. Compaq is the developer of Hot Plug PCI, but it was not confirmed whether IBM is licensing the technology from Compaq or has developed its own version. Some IT managers said current issues demand a low price point on a high-quality server. "We're rolling out 50 new servers in '98," said one IT manager. "The front-end systems aren't Y2K compatible so we have to do a lot of replacements and we've been delaying a lot of projects in waiting for servers at this price point." [Note - if this is the start of a trend, the Year 2000 problem may prove to be high octane fuel for Intel's Growth] One IT manager was excited about the possibility of Hot Plug PCI technology in a new server. "If there was one technology that is coming out that could radically change server reliability and stability, it's Hot Plug," the manager said. Carl Walker, Compaq vice president of technology development, said the company was "very close to making [Hot Plug PCI licensing] announcements with several major companies" but would not elaborate. "[IT buyers] will see [Hot Plug PCI] on our high-end and midrange servers due out this summer," one HP source said. A source close to IBM said the new technology and price point of the server is a key step in IBM's small-to-medium business e-commerce initiatives but would also find other users. "The 5500 is intended to address the increasingly important small-medium market but it also scales to larger accounts," the source said. In addition to Windows NT, Lotus Domino Intranet Starter Pack and IBM Netfinity Manager will be bundled with the new server, which will be available in varying configurations. The server may also feature Update Connector, an automated software update program from IBM. Analysts applauded the move. "IBM's intent is to bring in new technology, a little more robust than the PC Server line," said Jerry Sheridan, a principal analyst at Dataquest, in San Jose, Calif. Sheridan said he had not yet been briefed on the product, but that IBM needs to "refresh the Netfinity product line and get rid of the redundant systems left over from the PC Server environment." Beta testing of the server in its various configurations will begin in May, with the product becoming generally available in June. IBM Corp., in Armonk, N.Y., is at ibm.com.

To: Barry Grossman who wrote (52276)	4/7/1998 1:13:00 PM
From: Yaacov	Respond to of 186894

Hi Barry, Since we met in Lyon, France, Intc has not moved forward!! gg If I didn't need the money, I would've been worried! Now, I asked you in my last post about the reason for your optimism of INTC second and the third Q 1998! Why do you think the future will be rosier? Today I read a article aobut National Semi-conductor Corp in IHT and it seemed that they will have INTC walking the tight rope? Given that I am not keen on such technicalities, I wonder if you could explain that to me! Kind regards, Yaacov p.s. A. Levy wonders if S. ate the herrings or thorugh them out of the train window!! gg