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To: TTOSBT who wrote (60903)7/21/1998 5:23:00 AM
From: Judy Muldawer  Read Replies (2) | Respond to of 186894
 
Anyone know why there is a shortage of Intel CPUS?

I cannot get any from the major distributors...no MMX and no PII CPUS are available. Big backlog.

What's up?

Judy



To: TTOSBT who wrote (60903)7/21/1998 10:54:00 AM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
TTOSBT, Re: "Paul read that Xeon have great impact with benchmark 4 processor servers so
says ML on First Call."

Do you have a URL for the 'Xeon great impact' article?

Re: ". I don't have the numbers etc but they said when 450MHz 8
processor systems releases IBM, HP and Sun will be in trouble."

IBM and HP will be right there with 4 processor and up servers, so why will they be in trouble? Intel doesn't have any plans to ship complete servers themselves, so they need systems/servers/computer companies like HP and IBM to integrate and ship them. Sun is a different story, but they manage to continue to do well despite all the Wintel FUD going on. Sun's announcement to support their Solaris on Merced later on may be a very effective bridge strategy for them to get around the Xeon-takes-over-the-server-market spectre.

Thanks,

Tony



To: TTOSBT who wrote (60903)7/21/1998 1:17:00 PM
From: Paul Engel  Respond to of 186894
 
TTOSBT - Re: "I kinda figure you already know this but for ML to report it I think is the positive here. "

I find this surprising - that ML (I assume you mean Merrill Lynch )
would get into "technical details" of servers. Perhaps this was not Kurlak, but another analyst. Kurlak is generally a financial numbers guy.

Anyhow, I sure hope the numbers and projections are accurate.

Any good word from Merrill can only help !

Paul


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