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 : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jim kelley who wrote (80259)	11/14/1998 4:19:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Bus architecture & The big-three conspiracy. Jim: I heard the big-three's (IBM,HP,CPQ) quarrel with Intel on the 'bus architecture' issue is more than a royalty issue though it seems that way looking from the outside particularly if one is a layman and not a techie,it appears the ulterior motive is to put Dell at a disadvantage.Having said that can you tell me what to make of the following comments and how it fits with the overall scenario,I see fear of losing market share to DELL (especially in the high-end server segment) and fear of Unix losing its luster.Am I even close? The following comments are extracted from 'infoworld'. ....'The data throughput capability on an existing Intel Xeon chip is about 800MBps, the forthcoming 32-bit Foster chip has a 3.2GBps throughput, and performance on the higher-end McKinley processor could be substantially higher than that. "This means two years from now you are looking at real server-based systems on a throughput basis that can match much more expensive Unix machines," Brown said. "None of those three guys want to see that happen, and Dell can't wait."

To: jim kelley who wrote (80259)	11/15/1998 1:05:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Jim - At the heart of your argument is the premise that DELL will somehow be prevented from using the bus called PCI-X. No, I'm not talking about PCI-X at all. This is the architecture which will replace PCI, not the latest rev of PCI. Look a little deeper at NGIO. PCI-X was the first shoe, it's in front of the PCI SIG. This is the other shoe. I doubt seriously that Intel will surrender its autonomy and control of its I/O bus to IBM, HWP, and CPQ with the intent to exclude DELL. Intel does not have any choice. They're not even in the game. Do you have a feel for how much share CPQ, IBM and HP have in the server space? Way more than half. They can pretty much make a standard in that space, they made all the standards that are there now. It will be 'open', it will just be real hard to do without a lot of deep technology capability in-house. CPQ , IBM and HWP will end up with their own version of JAVA Not at all, java is a fringe effort, this is driven by guys who sell 1 out of 2 servers. This is not pie in the sky years in the future stuff, the products are being developed now, some have even been announced although no one seems to have added it up yet. Get a standard out and hit the market with products. Oh, the competition needs 18-24 months and a big ASIC team to get to first product? Too bad, the market at work. Where do you think PCI or EISA came from? IBM used to own the bus spec. All it takes to set a standard is weight of numbers and good technology. Sure this will be an 'open' standard. There was no PCI SIG before there was PCI. This effort to foist an exclusive standard on the industry sounds conspiratorial to me. There I agree with you. I'm not saying this is a 'good' thing, I am just saying it's what's happening and I don't see what Dell can do to counter. From the technical viewpoint designing and testing a 64 bit I/O bus like PCI-X is hardly rocket science and there is no intrinsic conceptual or practical problems of real significance. If Dell has gone hook line and sinker after the PCI-X red herring the way you have, than I will be even more worried than I am now. THIS HAS NOTHING TO DO WITH PCI-X OR PCI. What is really going on her is an attempt to rough DELL up and get them to overreact to their detriment I think the big 3 would be delighted if Dell got wrapped around the axle on PCI-X but that's not the real game. Jim, you are a smart and well connected guy, you can find out what I am talking about. The big 3 don't want Dell to over-react, they don't even want them to react. The more people that think this is PCI-X or NGIO in a fur coat, the better as far as those boys are concerned. So that's as far as I'm taking this one, it will be fairly obvious one way or another befoore the end of the year. Maybe I'm wrong but I don't think so...