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F O R I N T E R N A L U S E O N L Y
COMPETITIVE ACTION - WEEKLY UPDATE
FEBRUARY 11, 1993
Welcome to the new Competitive Action Weekly.
If you need more information about these articles, please send an HP Desk
message to Competitive HP/6650 Include your name, non-telnet FAX number
and the NUMBER THAT PRECEDES THE ARTICLE YOU NEED.
If you would like to be added, deleted or you have changed locations, please
send a message to Competitive HP/6650. Include your HPDesk address.
Competitive Action is posted to HP-UX notes in the group hp.marketing. The
string is entitled "hp.competition for <date>".
BC = Beyond Computing
BW = Business Week
CC = Corporate Computing
CIO = CIO
CW = Computer World
DNR = Digital news & review
EN = Electronic News
IW = Information Week
MS = Midrange Systems
OST = Open Systems Today
RSM = RS/Magazine
SJMN = San Jose Mercury News
SO = Sun Observer
SW = Sun World
UGX = Unigram-X
UR = Unix Review
WN = Workstation News
WSJ = Wall Street Journal
Editor,
Nadine Halsted
**************************************************************
AMDAHL ARTICLES
**************************************************************
122.
** IRONING OUT NEW STRATEGIES - PLUG COMPATIBLE
MAINFRAME VENDORS WANT NO PART OF IBM'S WOES
(IW, 2/1/93, pg. 48)
Amdahl is investing heavily in its Unix/UTS operating system and will build on
a joint agreement with Sun to develop a RISC mainframe. The company also
wants to integrate open systems and compatible mainframes using its Huron
application development software. Hitachi has a technology agreement with HP
covering RISC chips, and the mainframe subsidiary is expected to bring out
Unix products during the first half of this year.
*************************************************************
DIGITAL ARTICLES
**************************************************************
123.
** A SOLUTION FOR DEC SHOPS, BUT BEWARE OF ITS FEATURES
(CC, 2/93, pg. 131)
DEC's DECNIX 600 is a well designed, solidly performing router, but if your
firm doesn't live and breathe OpenVMS and DECnet, you probably won't want
it. It doesn't support token ring - DEC announced plans for support last
October, but hasn't delivered - and the management interface requires you to
have a thorough knowledge of OpenVMS and DECnet to navigate it.
124.
** COMMENTS
(UNX, 2/8/93, pg. 8)
DEC will have its Alpha AXP compiler for Microsoft Corp. Windows NT ready
by early March.
125.
** DEC PLAYS CLUSTER CARD - GIGA SWITCH HUB GROUPS VMS
SYSTEMS ACROSS AN FDDI NETWORK
(CW, 2/8/93, pg. 16)
DEC is expected to fundamentally revamp its VMSclusters next month when it
delivers its GigaSwitch hub. The hub makes it feasible to group systems in
clusters across a 100M bit/sec. Fiber Distributed Data Interface (FDDI) network
that can span 2 kilometers between nodes.
126.
** DEC DESIGNS YET ANOTHER UNIX PLAN
(CW, 2/8/93, pg. 35)
"I'm a Unix shop and I don't want my salesman talking about upscale PC's and
NT." This experience highlights DEC's congenital lack of focus on Unix, an
operating system that for years played the role of unwanted second cousin to
VAX/VMS. These days, DEC's enthusiasm for NT seems likely to push Unix
even further down the family tree.
[ Editors note: Good article discussing DEC's mistakes in the Unix area.]
**************************************************************
HP ARTICLES
**************************************************************
127.
** FOR USERS OF HP'S ME10: HERE COMES THE SUN
(SO, 2/93, pg. 18)
The porting of HP's ME10 design and drafting system to Sun workstations was
a logical step in what will be a continuing migration of HP's products to other
vendors' platforms. Ultimately, the determining factor in porting ME10 was the
growing demand of customers to become independent of individual hardware
and software vendors.
128.
** HP PAIRS OFF NETWARE WITH RISC
(IW, 2/8/93, pg. 51)
Encouraged by the popularity of its RISC-based servers, HP is eyeing the LAN
market for Intel-based PCs, working closely with Novell Inc. to develop a
version of NetWare for HP's Unix servers. NetWare for PA-RISC will
distinguish itself from an earlier Novell product, NetWare for Unix, by its
ability to run native mode on the HP platform. With a large number of IS shops
reluctant to entrust their mission critical applications to relatively under
powered LANs, the HP-Novell union could strike a responsive chord.
129.
** COMMENTS
(UGX, 2/8/93, pg. 8)
HP UK claimed that its first quarter 700 Series workstations figures showed
revenues up 120% over the same period last year.
130.
** EUROPEAN ROUNDUP
(UGX, 2/8/93, pg. 6)
The Hungarian Central Statistics Office has upgraded its computer center
signing an $11.5 million deal with HP to replace its IBM 4381 mainframe with
Unix. The Office is waiting for approval from the European Community, which
is partly funding the project. Agreement by the EC is expected to help HP in its
aim of making the Hungarian system a reference point for other Eastern
European state organizations.
[ Editors note: Congratulations to HP Hungary.]
131.
** COMMENTS
(UGX, 2/8/93, pg. 8)
HP's new HP 9000 series 800 Model H40 running Informix 5.0 recorded
406.65 transactions per minute (tpmC) at a cost of ownership of $2,786 per
tpmC.
[ Editors note: Tpm-C represents the number of transactions processed per
minute measured by the Transaction Processing Council's TPC-C benchmark.
IBM has not published tpmC results for the top of the line systems, however,
IBM's RS/6000 Model 570 tpmC is 356 at approximately $2,000. The AS/400
Model E70 is 268.78 at $3,918.]
**************************************************************
IBM ARTICLES
**************************************************************
132.
** EXECUTIVE SUMMARY
(IW, 2/8/93, pg. 8)
IBM next week will announce a complete overhaul of its AS/400 midrange
processors. The 14 new F series models will offer 15% to 60% better
performance than the current E models and require a new version of the OS/400
operating system.
133.
** AKERS MOVES TO SPEED SPLIT OF IBM UNITS
(WSJ, 2/8/93, pg. B1)
IBM is speeding up plans to split off its personal computer and disk drive
businesses. The changes could involve bringing in outside investors or issuing
securities linked to the units. Separately, IBM is expected to abolish its price
list for mainframe computers.
134.
** IBM RS/6000 POWERSTATION 350 - IBM'S HOT WORKSTATION
BOX DOES THE JOB THOUGH SADDLED WITH AIX
(SW, 2/93, pg. 53)
If you're a Unix system administrator, you're going to hate the AIX operating
system. A more fundamental problem is that SMIT's reliance on the ODM
object oriented database means that it's nearly impossible to resynchronize the
data base. IBM's implementation of Virtual Memory Manager results in
programs being killed in certain insufficient memory situations and that AIX,
although claimed to be XPG3 branded, is not XPG3 compliant.
[ Editors note: This is a great article on the problems with AIX. Good for the
technical prospect.]
135.
** BIG BLUE PRINT
(CIO, 2/93, pg. 18)
Mark Stahlman, an industry analyst, suggests that IBM dump SAA, and
intensify the move to decentralized, independent business units. A version of
Stahlman's piece was commissioned, then killed, by the Harvard Business
Review. The Author claims faculty members, fearful of jeopardizing IBM's
financial support to the B-school, squashed the piece; the magazine says the
article needed work.
136.
** EXECUTIVE SUMMARY - IBM
(IW, 2/1/93, pg. 8)
The new independence of IBM's operating units was vividly illustrated last
month when the company's Austin plant began installing non-IBM MRP II
software to run on a distributed computing platform using Sybase. IBM
shunned its own MRP II systems - Copics for the mainframe and Mapics for the
AS/400 - because they didn't fit the plant's new configuration.
[Editors note: If IBM is selling MAPICS on the AS/400 or Copics on the
mainframe, use this to help sell an alternative HP solution.]
137.
** GUESS WHAT: IBM IS LOSING OUT IN MAINFRAMES, TOO
(BW, 2/8/93, pg. 106)
Using Big Blue's mainframe processors, customers pay approximately
$100,000 for each MIP. HP's largest minicomputers, built from the company's
own RISC microprocessors, cost about $12,000 per MIP. HP's mainframe
alternative program has won some 200 orders since last May - and IBM's latest
bad news is helping.
138.
** IBM GOES MULTIPROTOCOL - DRIFTING AWAY FORM SNA
(IW, 2/8/93, pg. 15)
IBM will succeed only by disavowing its highly successful - but highly
proprietary - Systems Network Architecture (SNA). The company last week
took two steps in that direction. First, Advantis, a joint venture between Sears
and IBM, rolled out a new set of products and services to support
multiprotocol networks. Second, IBM's Networking Systems Unit outlined
details of its new Multiprotocol Transport Networking software, which will let
users run applications regardless of the underlying networking environment.
139.
** SO LONG MVS?
(IW, 2/8/93, pg. 12)
Less than two years ago, IBM was hemming and hawing about what role the
AIX operating system would play in its grand, enterprise wide architecture.
Now it appears IBM's Unix variant is the architecture. And its former linchpin,
the proprietary MVS operating system, may be slouching toward extinction.
140.
** AS/400 USERS FEELING PINCH FROM IBM STAFF CUTS
(CW, 2/8/93, pg. 8)
Some AS/400 shops feel they are getting lanced when it comes to support calls,
and there is a sneaking suspicion that IBM's early retirement programs may
carry some of the blame for this. Local branches are doing as good a job as they
can, but IBM lacks the quality people they had a couple of years ago.
141.
** IBM MAINFRAME NEGOTIABLE - SET PRICE TO VANISH
(CW, 2/8/93, pg. 1)
IBM will unveil 18 new or upgraded mainframes without any printed prices.
Instead, IBM will negotiate with customers based on their total needs for
hardware, software and services. The newly unwrapped Enterprise
System/9000 models, which include a Model 982 top of the line eight processor
computer, will boost performance at least 28%. Additionally, IBM will be
cutting memory prices by at least 40% and may even cut prices on existing
ES/9000 mainframe computers by as much as 20%.
[ Editors note: For more information on IBM's ES/9000 announcement, check
the competitive hotline subject IBMES1 Friday, 2/12/93.]
142.
** RS/6000S SPAN SPECTRUM
(CW, 2/8/93, pg. 8)
IBM spread the wings of its Unix based RISC system/6000s over new territory
last week, introducing nine new models that swoop down to $3,995 for an entry
level workstation and stretch up past $300,000 for an eight-processor parallel
computer. Pointing out the machines recently profitable status, executives
vowed to unseat Sun from its No. 1 spot in the workstation market by 1994.
[Editors note: For more information about IBM's recent RS/6000
announcement, check the competitive hotline subject IBMRS2.]
143.
** IBM LAUNCHES CLIENT/SERVER UNIT
(DB, 2/93, pg. 88)
IBM has formed the Client/Server Computing unit which will focus on IBM's
world wide client/server strategy and products. More than 900 employees, most
of them programmers, have been reassigned to C/S. IBM has also announced
that it will form several C/S customer centers around the world to expand its
services.
**************************************************************
SGI ARTICLES
**************************************************************
144.
** A SUPER COMPUTER IS WAITING
(IW, 2/8/93, pg. 20)
Add Silicon Graphics to the list of companies tying together multiple computer
chips to deliver super computer power. SGI has a new scalable four-member
family that moves from a workstation up to an 18-node parallel processor. SGI
has convinced major users such as Eastman Kodak Co. and Bristol-Myers
Squibb Co. that the new products - starting with the $10,000 Indigo Extreme
workstation and ending at the Power Challenge system offering 5.4 gigaflops
peak performance for $120,000 - are the answer to their computational needs.
**************************************************************
SUN ARTICLES
**************************************************************
145.
** EMPLOYMENT OFFERS
(SJMN, 2/7/93, pg. 13CL)
Engineering manager. You will manage the Firmware Group responsible for
Open Boot, an emerging standard for machine independent firmware.
[ Editors note: Is Open Boot a slick Sun marketing phrase?]
146.
** EUROPEAN ROUNDUP
(UNX, 2/8/93, pg. 6)
Sun SparcCenter 2000s are ousting IBM, Amdahl and ICL mainframes at
Durham, Leeds, Liverpool, and Newcastle Universities.
**************************************************************
UNISYS ARTICLES
**************************************************************
147.
** UNISYS OUTLINES UNIX STRATEGIES FOR 1993
(CW, 2/8/93, pg. 47)
Unisys plans to roll out the following products in the coming year: A
mainframe transaction processing monitor to downsize IBM CICS application
to Unix; A port of the CA-Unicenter systems management tool; Late 1993
delivery of a microkernal based modular operating system technology designed
to allow communication among Unix system as if everything resided on the
same machine; Plans to provide Novell/Unix Systems Laboratories UnixWare;
Use of Intel Corp.'s Pentium microprocessor in the U 6000.
**************************************************************
OTHER
**************************************************************
148.
** MICROSOFT WINS FTC REPRIEVE ON INJUNCTION - AGENCY
WON'T FORCE HALT TO PRACTICES RIVALS SAY VIOLATE
ANTITRUST
(WSJ, 2/8/93, pg. A3)
The commissioners rejected staff recommendations that the agency seek an
induction to prevent Microsoft from creating built-in incompatibility in its
software. That incompatibility, for example, allows Microsoft's popular
Windows program to work only with the company's disk operating system,
known as MS-DOS, and not with competitor's.
149.
** NEXT ABANDONS COMPUTER SALES FOR SOFTWARE
(WSJ, 2/10/93, pg. B1)
Next will stop selling computers and will concentrate on selling its operating
software putting the company in direct competition with Microsoft.