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

To: Paul Engel who wrote (56126)	5/28/1998 12:53:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Intel Investors - Network Computer Sales DRIVE Intel Server Sales! It has often been "suggested" that any mass deployment of Network Computers (NCs) would require appropriate sales of Servers. Here is a superb demonstration of that effect. IBM has sold 2,000 NCs to a British firm along with 400 INTEL BASED NetFinity SERVERS! IBM and Intel announced a joint development earlier to build Intel based high end Net Station NCs, but I don't knopw if this contract is for Intel-based or PowrPC-based NCs. But the srevers ARE INTEL BASED! Paul {=================} Wednesday May 27, 6:56 pm Eastern Time IBM to announce its biggest network computer order NEW YORK, May 27 (Reuters) - International Business Machines Corp.(IBM - news) has been awarded a contract to replace personal computers used by a British-based travel agency with more than 2,000 network computers and servers, in its largest order to date in the fledgling computing segment. IBM is expected to make a formal announcement of the contract on Thursday. Under the agreement, it will equip Carlson Worldchoice with 2,000 of its Network Station network computers -- the low-cost, stripped-down devices that some companies have pitched as replacements for personal computers on corporate desktops. IBM will also install 400 of its Netfinity 3500 model server computers. The Netfinity is IBM's line of servers based on Intel Corp. (INTC - news) processors. While IBM declined to offer a price tag on the contract, industry sources estimated the value of the deal at about $5 million, based on pricing for the various hardware. While that is small for a company of IBM's size, it still would rank as the company's largest single NC order and represents something of a vote of confidence in the technology even as some other computer companies have shown signs of backing away from the segment. Network computers failed to achieve the widespread acceptance early advocates such as Oracle Corp. (ORCL - news) had hoped for, in large part because much of their potential price advantage evaporated amid a sharp decline in PC prices. Still, analysts have looked to transaction-intensive industries such as travel and finance, where many companies relied on terminals linked to mainframes in the past, as likely fertile ground for network computers. Carlson Worldchoice, a unit of Minneapolis-based Carlson Cos. Inc., will use the new equipment to replace its existing personal computers. The new setup will also rely on Sun Microsystems Inc.'s (SUNW - news) Java programming environment for much of its network and Internet function. More Quotes and News: Intel Corp (Nasdaq:INTC - news) International Business Machines Corp (NYSE:IBM - news) Oracle Corp (Nasdaq:ORCL - news) Sun Microsystems Inc (Nasdaq:SUNW - news)

To: Paul Engel who wrote (56126)	5/28/1998 1:02:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Intel Investors - HP thinks many people will want 350 and 400 MHz Workstations. AMD and Cyrix investors don't know what to do with fast CPUs (Except envy them) but it seems that HP and Dell know what to do with them! Paul {=========================} New HP workstations face Dell surge By Michael Kanellos Staff Writer, CNET NEWS.COM May 27, 1998, 6:15 p.m. PT URL: news.com Hewlett-Packard will release three new Windows NT-based workstations based around 350-MHz and 400-MHz Pentium II chips next week as part of its effort to stave off a new threat from Dell. HP shipped more Intel/NT-based workstations in 1997 than any other vendor but was hit by inventory problems and a surge of shipments from Dell in the first quarter, said Tom Copeland, an analyst at International Data Corporation. "Dell in general had a good quarter, while Compaq and HP had to deal with channel issues," he said. HP, which has the broadest product line, is still the front-runner but the competition has inched closer, according to Peter ffoulkes, workstation analyst at Dataquest. A good portion of HP's sales also came through the Kayak XA series, HP's value workstation segment. "HP still sits happily on top of the Intel pile by our definition, but Dell has done pretty well," ffoulkes said. "You are going to see a lot of changes in this area." The workstations arriving next week will span three HP lines: the Kayak XA, XU, and XW. The Kayak XA-s will be the first of the XA series to be capable of running two processors, said Kathleen Tandy, North American product marketing manager for Kayak workstations at HP. Starting at a base price of $2,200, the XA-s comes with a 350-MHz or 400-MHz Pentium II processor, up to 768MB of memory, and a Productiva G100 graphics board from Matrox. The Kayak XU workstations come with the Matrox Millennium II graphics board and greater expandability for memory and hard drives. Typical XU configurations run in the $4,000 range. HP has also included the new chips in its high-end XW workstations. These workstations, which typically cost $7,000 or more, include the Visualize fx4 graphics subsystem first developed for HP's Unix workstations, Tandy said. XU and XW workstations are capable of running one or two processors. Most systems in all three lines also feature a fast system bus, which enables the processor to communicate with components at 100 MHz, compared to the 66-MHz speed used in most PCs and workstations today. In the second half of the year, these systems will be followed by workstations based around the "Slot 2" Xeon chips. While Xeon processors for workstations will run at the same speeds as upcoming Pentium II chips, workstations running Xeon chips will be capable of using four, rather than two, processors. The bus connecting the processor and the secondary "cache" memory will also run at the same speed as the processor, double the speed of standard Slot 1 Pentium II chips. This is expected to boost performance by speeding up the delivery of data to the processor. Performance aside, Xeon-based processors will likely remain a minority in the NT workstation world at least in the short term because of higher prices. "You are not going to be able to find a Slot 2 workstation for under $6,000 to $7,000," Tandy said. ""Slot 1 will continue to be the majority of NT workstation sales." Go to Front Door \| Computing \| Search \| Short takes \| One Week View