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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?


To: Bilow who wrote (2180)10/22/1998 8:27:00 PM
From: DoggyDogWorld  Read Replies (1) | Respond to of 2578
 
Bilow, the move towards greater integration is indeed unstoppable. I see it daily. Ram into CPUs and VGAs, VGAs into core logic, etc. Ironic how NSM had the right idea but failed (so far) to profit from it.

Incidentally, this trend helps DELL. The less differentiation the better.



To: Bilow who wrote (2180)10/26/1998 11:58:00 PM
From: Bilow  Read Replies (1) | Respond to of 2578
 
Hi all; It's Monday, and an interesting new EE-Times is out. Surprisingly, a lot of articles discuss the workstation market, which I have recently posted about. In addition, there are articles on the new 64-bit processors, as well as the new serial busses.

Wave of 64-bit processors to rock workstation arena
As Sun Microsystems Inc. prepares this week to unleash a battle-hardened, 64-bit version of its Unix-like Solaris operating system, the fight for control of the engineering-workstation market is about to veer off in an unexpected direction.
techweb.com

Now for a spate of workstation articles:

Views clash over future of engineer's desktop -- NT making EDA inroads, but not as fast as expected
Clearly, forecasts that half of all EDA dollars would ship on NT by 2000 will not pan out. NT's first inroads were in the pc-board market, then the lower-mainstream market. Neither market has a high average selling price per seat. It's the upper mainstream and the power users that drive the EDA dollars, and this is precisely where NT is having trouble.
... we expect that only 28 percent of EDA dollars will be shipping on NT in 2002.

techweb.com

Finding Unix ain't broke, chip side balks at NT
Not long ago, many EDA vendors and analysts viewed Windows NT as the next platform of choice for EDA software. But the chip designers who control the vast majority of the EDA industry's revenues had other ideas, and it's recently become apparent that the Windows NT juggernaut has slowed.

While adoption of Windows NT is widespread for FPGA and pc-board design, there is strong resistance in the ASIC and custom IC design arenas-and as a result, EDA software revenues are still around 90 percent Unix-based, according to the Electronic Design Automation Consortium (EDAC) Market Statistics Survey. The latest survey, however, showed an uptick in Windows-based license revenues in the second quarter of 1998.

techweb.com

An example of an FPGA tool set release:
Tools due for Altera Apex line
Quartus will be available in the first quarter of 1999 on Windows and Unix platforms. Further information is available at www.altera.com.
techweb.com

IEEE1394 and USB articles:

Connectivity opens up design vistas
Once a self-contained system, the desktop computer has gradually become the hub of an increasingly complex array of intelligent peripherals. At this point, as users grapple with a desktop wiring nightmare, system designers are having to rethink the whole notion of desktop interconnectivity.
techweb.com

Standards merge consumer, PC products
With the advent of the IEEE 1394 serial-interface standard, system designers have for the first time a clean way to move high-bandwidth video and audio digital traffic among peer devices. This new, more-democratic peer-to-peer arrangement means that the desktop computer is no longer the central node for interdevice communications. That feature has some interesting implications for players in both the PC and consumer-electronics (CE) markets and 1394 will be the wire that supports the convergence of consumer-electronic and PC products.
techweb.com

Fast moves roil emerging PC connectivity
The recent move by Quantum Corp. to introduce its Ultra-ATA/66 high-speed interface for the desktop has now roiled the IEEE 1394 movement-suddenly making the standard less of a certainty.
techweb.com

CRT connections to become digital (sort of again):

Digital links lead to crisper images
Over the next five years, consumers will experience a rapid transition from bulky CRTs to sleek flat-panel displays (FPDs) and other digital displays on the desktop and in consumer devices
techweb.com

-- Carl