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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Windseye who wrote (38910)	12/6/1998 3:20:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

If that's the take the writer had, he missed the details of IBM's discussion. IBM is looking to do 2GBytes/sec, as is Tandem's Servernet team. They already do 800 MBytes/sec which is way more than the Intel proposed NGIO (which is about 250 MBytes assuming no overhead). Karl Walker, quoted in the article, said this to a friend of mine recently - "no one seems to have picked up that our proposal is 10 times faster than Intel's". There are a lot of other problems with Intel's plans IMO - Intel wants to delay the arrival of very high performance I/O for a while longer because they want to own IP for the endpoint silicon, and need some time to get there. IBM and CPQ want to get to market for exactly the opposite reason - they DON'T want Intel to own the endpoint silicon IP. Intel will lose this one, you can take it to the bank.