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To: Lee who wrote (81283)	11/19/1998 9:18:00 AM
From: K. M. Strickler	Read Replies (2) \| Respond to of 176387

L, >>Do you see critical control applications residing on servers running some form of NT?<< I don't mean to 'butt' in here, but while the Tandems and VMS currently have the speed edge, speed in NT area will begin to arrive when the 900Mhz Merced is released. Eventually cpu speed will certainly become fast enough to level the playing field. After all, the computer is interfacing with equipment that can only produce so fast so as the parallel processing 900Mhz systems come 'online' those superquick 'mini' computers are challenged. Of course the minis will also increase speed and start nibbling at the 'bigs' market share. In any case, it will be interesting to watch! JMHO Regards, Ken

To: Lee who wrote (81283)	11/19/1998 9:26:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

<High Speed Internet Services> DSL,Cable,& DELL Lee: DELL's introduction of DSL ready PCs seems quite timely and looks like a winning strategy as opposed some strategies of our competition. Courtesy:The Yankee Group. ============================================================ Yankee Group FindsConsumer Demand for High-Speed Internet Services Growing, But Availability is Limited: Subscribers to High Speed Internet Services to grow to 7 Million by 2002, the Yankee Group Predicts Boston, Mass., November 6, 1998 According to a recent survey of more than 2,000 U.S. households conducted by the Yankee Group, a Boston-based communications research firm, nearly two-thirds of the PC-owning households in the U.S. are interested in faster speed Internet access. However, with few consumers having access to such a service today, cable and telephone companies are challenged to take advantage of this opportunity to grow the business. Among households who are currently on-line, interest in faster speed Internet access is even greater, the survey revealed. Forty-one percent of those on-line were very interested in high-speed Internet access, and an additional 43 percent were somewhat interested. This represents a significant increase in interest from the year before, when only 25 percent of on-line households said they were very interested in high-speed Internet access. In addition to an increase in interest in high-speed data (HSD) services, there is greater willingness to pay for such services, the survey found. Thirty-six percent of on-line households are willing to pay $40 per month (today's typical price for cable modem service) for HSD services, up from 27 percent last year. Despite increased consumer interest, cable operators and telephone companies in the U.S. are just beginning to offer high-speed Internet access services to consumers. While cable operators offering cable modem service have taken an early lead over telephone companies offering digital subscriber line (DSL) services, cable today can provide service to only one out of every seven households in the U.S., and count approximately 300,000 subscribers. Even though telephone companies have yet to deploy DSL services to consumers, they are still the preferred option versus cable. Given a choice between a service from a cable company or a phone company, those most willing to pay for the service, choose the telephone company 4.5 times more frequently than cable. However, there is opportunity for either party to emerge, as nearly half of the respondents currently don't know which one they would choose. As telephone companies begin to offer DSL services more widely and drop their monthly pricing fee to be more competitive, and cable modem services become available in more markets, the number of U.S. households subscribing to high-speed Internet access will grow from fewer than one-half million today to 7 million by 2002, the Yankee Group predicts. "From year to year, we have seen that there are more households going on-line, and in those households, more willingness to pay for the advantages of HSD," says Bruce Leichtman, director of media and entertainment strategies at the Yankee Group. "It's now up to the cable operators and telephone companies to respond. Today, cable operators have a nearly exclusive window to sell their cable modem service before DSL becomes more of a consumer reality. Cable operators should take advantage of this opportunity while it lasts, and move quickly to market their services." More details on these findings appear in a Yankee Group Media & Entertainment Strategies Report "Forecasting the High Speed Internet Market for Consumers: It's About Supply and Demand." The company's Media & Entertainment Strategies practice examines the tradeoffs that businesses and consumers must make as traditional forms of media are joined by new products, services, and applications.

To: Lee who wrote (81283)	11/19/1998 10:07:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Lee - Given the conservative nature of that market and the long replacement cycles, I expect that this transition will take many years, perhaps more than 10. But the motion will start soon. The transfer of critical Tandem and VMS technology from CPQ to MSFT in order to develop a highly reliable OS and infrastructure is a demonstration that these players are well aware of the issues you mention and plan to address it with a deep technology investment. Do you see critical control applications residing on servers running some form of NT? Some form, some day but not any time soon. I would expect the first highly reliable NT installations to start maybe in 2001, based on the information I have seen in the press and what I know of development cycles, but the real shift will take many years after that.