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To: Tony Viola who wrote (62580)	8/17/1998 2:04:00 PM
From: Jim McMannis	Respond to of 186894

RE:"Fleck" "Has this guy always tried to look like a rock star? Maybe when Keith Richards hangs it up, Fleckenstein can call Mick about the job. He may do better at guitar, already has the hair. Come to think of it, he couldn't do much worse at guitar than at what he's doing now." Looks more like the "left coast" look to me. Looks a lot like the rep from Apple I talked to the other day. Where did you say you were located? <G>

To: Tony Viola who wrote (62580)	8/17/1998 3:51:00 PM
From: TTOSBT	Read Replies (2) \| Respond to of 186894

Re: " Judging by the stock performance today, if he did try to slam Intel, no one listens to him anymore." In all fairness to Fink and Kurlak believe they are loosing their touch because CNBC is no longer touting them as "experts" in anything let alone the chip industry. Ron Insona and Joe Kearnan both were quoting (just 15mins ago) other brokers as give positive comments towards INTC. Also stating INTC's high of 102 is getting near. They ware referring comments about shortages in many chip segments 233 266 etc as very positive. I consider this in itself to be positive as all these reports were referring to the negative comments just a few months back. Think we'll see 90-95 tomorrow?? TTOSBT

To: Tony Viola who wrote (62580)	8/17/1998 4:37:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Tony, When are you going to pull a Ralph on us and reverse yourself concerning Intel chips replacing some mainframes (S390)? zdnet.com IBM has big (iron) plans for Netfinity By Lisa DiCarlo and Carmen Nobel, PC Week Online August 17, 1998 IBM is putting the finishing touches on a long-term road map that will migrate mainframe technologies such as encryption, clustering and scalability to its Netfinity servers. The plan will begin to unfold Sept. 23, when the company releases three new Netfinity servers that include a 56-bit CryptoCard for encryption, 200M bps ESCON (Enterprise Systems Connection) adapters and the company's first IBM-branded Fibre Channel storage product, said sources familiar with the company's plans. At that time, IBM will announce a Windows NT-based SP2 switch that will eventually enable up to 1,000 nodes to be connected to a Netfinity server along with plans to migrate its Parallel Sysplex clustering technology to the Netfinity line. "We really want to get to the point where clustering gives you the performance boost that you see" in mainframes, said Joe Tier, director of NT technical operations at Digex Inc., in Beltsville, Md., a Web site management company. "It's a great idea for NT, but so far it's not mature." The new Netfinity servers will come with up to four Intel Corp. Pentium II Xeon processors, sources said, while the ESCON adapters will provide a high-speed channel connection between a Netfinity application server and a data server, such as a mainframe. The Fibre Channel subsystem is being co-developed by Symbiosis Inc., sources said. IBM's SP2 switch is currently available for RS/6000 servers. The NT version will enable up to 1,000 nodes to be attached to a Netfinity server, more than twice the number currently supported by Netfinity. The company's migration of its Parallel Sysplex clustering technology, a hallmark feature of IBM's S/390 mainframe, to the Netfinity line will enable many computers to act as a single system. It will also give Netfinity more robust load-balancing and data-sharing capabilities. SP2 and Parallel Sysplex technologies may be available for Netfinity servers as early as next year. Parallel Sysplex capabilities alone would not cause Digex's Tier to abandon his Compaq Computer Corp. servers. But it could prompt the company to add Netfinity servers to its stable of 450 NT servers, he added. IBM is trying to make its clustering and other technologies more standards-based. The company has held discussions with Microsoft Corp. and Intel about licensing its intellectual property and building the functionality into future versions of NT and Intel processors. "We are willing to discuss licensing our [intellectual property] in clustering and scalability to Intel and Microsoft," said Bob Dies, general manager of network and personal computing at IBM. Dies declined to provide details on the status of the discussions, but other sources at IBM characterized Intel and Microsoft as "receptive" to the idea. Officials from both Microsoft and Intel declined to comment. Analysts said a three-way partnership makes sense. "The only reason that [Microsoft] would turn down [such an pportunity] is if they are developing something else themselves or there is another partnership," said Jerry Sheridan, an analyst at Dataquest Inc., in San Jose, Calif. There's the rub. Intel bought Corollary Inc. last year for its symmetric multiprocessing expertise. Microsoft has been working with Digital Equipment Corp. (now owned by Compaq) for two years to extend NT's capabilities. It also has been working with Compaq's Tandem Computers Inc. subsidiary to support Tandem's ServerNet clustering APIs in Microsoft's Cluster Server, code-named Wolfpack (see story, above). As Wintel-based servers gain credibility in the enterprise, IBM's PC server division will lean more on technologies born out of its big-iron divisions for differentiation. For example, when Intel's Merced processor begins shipping in mid-2000, IBM will release servers with custom chip sets based on copper interconnects, sources said. Copper-based interconnects break memory-capacity barriers and improve performance over today's aluminum interconnects. Over the past several months, IBM has reassigned hundreds of engineers from its RS/6000 and S/390 teams to Netfinity. IBM isn't the only server manufacturer looking to bring high-end features to NT boxes. Hewlett-Packard Co., for instance, has assigned some members of its engineering team that designed its mainframe and Unix clustering software to work with Microsoft on the next version of Wolfpack, said officials of the Palo Alto, Calif., company.