Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Francis Chow who wrote (54749)	4/29/1998 10:24:00 AM
From: gnuman	Read Replies (1) \| Respond to of 186894

M. Slater "FTC suit against Intel inevitable" infoworld.com

To: Francis Chow who wrote (54749)	4/29/1998 11:03:00 AM
From: Steve Porter	Respond to of 186894

Francis, Re: BTW even Windows NT (4.0) is not Y2K compliant. Yeah you have to download a 239K patch file.. the OS is compliant, just not some of the add ons.. no biggie.. I have already done it here and it was quick and painless.. Steve

To: Francis Chow who wrote (54749)	4/29/1998 11:51:00 AM
From: Alan M. Kozakiewicz	Respond to of 186894

>I'm not sure the Y2K problem will result in better >hardware sales, though I've seen plenty of commentary >to that effect. Y2K is primarily a software problem. >Buying new machines won't fix it. To the extent that companies fix Y2K problems by modifying existing code, that is true. However, many people will fix certain Y2K problems by replacing mainframe based systems with client/server. By way of example, many companies are currently engaged in ERP implementations using SAP, Peoplesoft and BAAN. A completely anecdotal and unscientific survey among my customer base suggests that the reason they are doing so now is driven as much by the need to deal with Y2K as the need for new technology. These implementations will spawn the sales of numerous x86 and Unix servers over the next 2 years as they are put into production. Regards, Al

To: Francis Chow who wrote (54749)	4/29/1998 11:51:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Francis,>>>I'm not sure the Y2K problem will result in better hardware sales, though I've seen plenty of commentary to that effect. Y2K is primarily a software problem. Buying new machines won't fix it. <<< Maybe not in a direct way - but, indirectly, there are an estimated 1 trillion (Tony's figure $1T @ $1/Loc ) lines of code in legacy systems that have to be looked at and made y2k compliant. Perhaps 40% of that is already compliant and perhaps another 40% will be made compliant by the y2k. The balance, however, will not be fixed and perhaps continue to run beyond y2k. Some of those will undoubtedly crash and be replaced by newer systems on newer hardware (IA64 - Merced type?). And, of course some will go away and not be replaced at all. To be sure, Tony's concern vis a vis robustness of the mainframe tip the balance in the mainframes favor for the time being. However, the mainframe world has focused its resources on those issues (i.e., Reliability, Availability, and Serviceability) for over thirty years. But, that is history. The bet is for the future and the direction of the big MO. The difference between a proprietary and centralized system versus distributed and connected mpu based systems is pretty much like communism versus capitalism. Once the wall came down - in this case around 1994-95 when the Internet exploded - the investment and creative focus has shifted heavily towards commercially-off-the-shelf (COTS) software using IP and mpu standards. My guess is that there will be accellerating and greater progress made concerning those other issues Tony raised (i.e,.,Secuirty, Scalability, and Bandwidth) in mpu based systems - and they will rival S390 in short order (less than 5 yrs - about the time it takes to ramp up Merced). It was like when IBM spent billions of dollars on R&D but real innovation had to come from sources at the grass roots level (eg, Jobs, Gates, Allen, et al). IMVVVHO, Mary

To: Francis Chow who wrote (54749)	4/29/1998 3:46:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Francis, Re "I'm not sure the Y2K problem will result in better hardware sales, though I've seen plenty of commentary to that effect. Y2K is primarily a software problem. Buying new machines won't fix it." Au contraire. Companies that are serious about "fixing" the problem are buying, or leasing new machines to test the fixes, while continuing to use their older machines to run production software. When all problems are identified and fixes designed, the older machines get updated and the new machines remain to handle new workload, or go back if they are not required and their lease gets terminated. In general, however, companies are growing, so the new machines are usually kept by customers. Tony