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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 18, 1993
Welcome to the new Competitive Action Weekly.
If you need more information about these articles, please send an HP Desk
message to Competitive /HP6650 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 /HP6650. 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
CW = Computer World
DNR = Digital news & review
EN = Electronic News
IW = Information Week
MS = Midrange Systems
NC = NCR Connection
OST = Open Systems Today
RSM = RS/Magazine
SO = Sun Observer
SJMN = San Jose Mercury News
SW = Sun World
UGX = Unigram-X
UR = Unix Review
WN = Workstation News
WSJ = Wall Street Journal
Editor,
Nadine Halsted
**************************************************************
AMDAHL ARTICLES
**************************************************************
150.
** PCMs READY RESPONSE AS IBM SHIFTS GEARS
(CS, 2/15/93, pg. 10)
Amdahl revised its product line; it will add four models in June and boost
performance by up to 28% next month. It reduced the list price of its eight-way
5995-8650 from $30 million to $21 million.
*************************************************************
DATA GENERAL ARTICLES
**************************************************************
151.
** REVAMPED DG ON REVENUE REBOUND
(CW, 2/8/93, pg. 85)
A restructured Data General Corp. is rebounding, having posted its second
consecutive profitable quarter. The slight rise in DG's fortunes are attributed
to
dramatic staff cuts completed last year and more recent gains achieved in the
open systems arena.
152.
** MARKET ROUNDUP
(UGX, 2/15/93, pg. 7)
DG is expected to reveal the addition of a standalone 20Gb tape array system to
its Clarion series of storage subsystems on March 17th.
*************************************************************
DIGITAL ARTICLES
**************************************************************
153.
** DEC NEARS MIXED VMSCLUSTERS SUPPORT
(CW, 2/15/93, pg. 14)
DEC is ahead of schedule in its efforts to provide mixed VMSclusters support,
but several holes exist. In the new release VAXs will not be able to access
Alpha tapes and vice versa; cross architecture booting is not possible; and
volume shadowing and disk striping will not be available until years end at the
earliest. FDDI will also be unavailable in this release.
[ Editors note: Full management capability of a VMS cluster - the ability to
manage from one single location - will not be available until early to mid 1994.
For commercial production environments, Alpha will not be a viable solution
because of the lack of high reliability and OLTP monitor. HP-UX and MPE-iX
has this functionality today.]
154.
** NT IS "GREAT WHITE HOPE FOR DEC"
(UGX, 2/15/93, pg. 4)
Jesse Lipcon, charged with running DEC's NT interest, characterizes NT as the
"Great White Hope". Most of DEC's long term growth will come from NT and
it will drive DEC's resurgence. The first task is to get the applications for N
T-
on-Alpha. DEC is trying to entice the top 100 PC applications over as well as
VMS, OSF, and Sun programs.
155.
** MARKET ROUNDUP
(UGX, 2/15/93, pg. 7)
DEC has announced a rack-mounted version of the 160Mhz DEC AXP 4000
distributed or department system launched at its bet-the-company Alpha RISC
blitz back in November. The one or two processor Futurebus+-based Model
610 is rated at 132 SPECmark89 as a uniprocessor and comes with up to
512Mb memory - 2Gb by year end.
**************************************************************
HP ARTICLES
**************************************************************
156.
** MIDRANGE: TOUGH AND GETTING TOUGHER
(NC, 2/93, pg. 7)
According to InfoCorp, HP has been experiencing sharp growth, having moved
up to the number two slot, passing DEC in revenue for the first time. InfoCorp
attributes HP's revenue growth to its non-proprietary Unix operating system.
HP is currently the number one Unix midrange vendor.
157.
** HP EXPECTED TO EXPAND SNA LINKS
(CW, 2/15/93, pg. 16)
HP is expected to announce Release 2 of HP SNAplus family of products that
connect Unix based systems, servers, and workstations to IBM SNA networks.
Enhancements include support for Token Ring and SNA over X.25 connections
and support for IBM 3270 Motif interface.
158.
** HP PAYS A VISIT - EXPO SEEN AS FERTILE GROUND FOR
HARVESTING MIGRATION CLIENTS
(MS, 2/9/93, pg. 1)
Attendees to the Midrange Expo in Anaheim, Calif. will find a new and
interesting twist: IBM's arch rival HP has been added to the starting lineup.
In
a bold foray into Big Blue's Turf, HP has set its sights on System/36 users who
may be unconvinced that the AS/400 is the migration alternative of choice.
[ Editors note: Universal offers a migration program for S/36 users to HP-UX.
To receive a joint HP - Universal data sheet contact Bill Hodges at (408) 447-
7041 or Universal Software at (310) 575-4873. HP also intends to participate in
the Atlanta, Chicago, New Jersey and Toronto Midrange Expos.]
159.
** HP SEEKING PINK FUTURE?
(UGX, 2/15/93, pg. 3)
HP is casing the industry for new directions - a process witnessed by the
winding down of its New Wave interface efforts - and is now thought to be
closing in for a piece of Taligent, the Apple/IBM joint venture on object-
oriented operating system technology. HP has been very quiet about its
ballyhooed tie-up with Sun on the Distributed Object Management Framework
(DOMF).
160.
** TAIWANESE GOVERNMENT BODY TAKES HP SOFTBENCH
(UGX, 2/15/93, pg. 4)
Taiwan's government research arm, the Institute for Information Industry has
licensed SoftBench, HP's CASE integration framework. The pact gives
SoftBench its first toehold in the Far East. The Institute made the selection i
n
preference to Sun's ToolTalk and DEC's Fuse.
[ Editors note: Congratulations to HP Taiwan.]
**************************************************************
IBM ARTICLES
**************************************************************
167.
** IBM IS PROJECTING MINICOMPUTER LINE WILL TURN AROUND
(WSJ, 2/17/93, pg. B6)
IBM announced 14 new AS/400 models and said they offer an average of 26%
more computing power per dollar. In the minicomputer business, IBM had
1992 hardware sales of about $3.7 billion and operating system software sales
of $700 million. Adding related revenue from other IBM units - including
financing, applications software, and accessories - minicomputers contributed
about $13 billion in sales.
[ Editors note: Check the Competitive Hotline subject IBMAS2 on Monday,
2/22/93, for further details on this announcement.]
168.
** STUCK BETWEEN IBM AND A HARD PLACE?
(CW, 2/8/93, pg. 47)
Although many mainframe customers say things are still fine on the support
front, others report some glitches. Things will likely get even more confusing
for customers as they fight their way through an ever-changing IBM
bureaucratic maze.
169.
** WHAT'S IT GONNA COST? CUSTOMERS UNCERTAIN AS IBM
DROPS HOST PRICE LISTS
(CW, 2/15/93, pg. 10)
Under the new "customer value pricing" IBM will negotiate with each user
based on the total package of hardware, software and service needed. Users
said that negotiating with IBM without some sort of understood starting point
will add some unwanted complexity, if not confusion, to their dealings.
170.
** ON THE HORIZON
(CW, 2/15/93, pg. 10)
IBM will be the price/performance leader of all host vendors. By the second
half of the decade, IBM will switch to a less expensive chip architecture for it
s
parallel commercial computers. IBM will continue to add software to MVS to
enable it to play in the open system and client/server worlds.
171.
** DESKTOPS TAKE LION SHARE OF IBM'S EUROPEAN UNIX
BUSINESS
(UGX, 2/15/93, pg. 4)
Revenues from European sales of its RS/6000 machines rose by 28% during
1992, accounting for some 43% - $1 billion- of its worldwide Unix market.
North American sales accounted for 40% of the worldwide market. Japan and
Asia Pacific, which provided 13% of revenues, is the fastest growing Unix
market. 36% of sales were direct, 34% came through value-added resellers and
30% from other IBM agents. The company projects 1993 channel figures at
40%, 30% and 30% respectively.
172.
** BATTERED, BLACK AND BLUE
(CW, 2/15/93, pg. 110)
IBM is expected to announce that it will cut even more employees than
originally planned from its North American sales organization. The original
target was 4,000 to 6,000. The new estimate is 7,000.
173.
** MARKET ROUNDUP
(UGX, 2/15/93, pg. 6)
IBM subsidiary Cadam is forsaking its Blue only bailiwick and porting its CAD
Micro Cadam software to Sparcstation and planning to ship in December.
174.
** OFF THE SHELF
(EN, 2//8/93, pg. 19)
More details are emerging on IBM's semiconductor rep strategy. Handling the
line in northern California will be Nexus, while Centaur in Irvine will cover
southern California. IBM Technology Products essentially had its nationwide
rep network in place back in November, but public disclosure has been stalled
over difficulties in enlisting industrial distributors.
175.
** IBM FORMS PARALLEL PROCESSING TEAM
(EN, 2/8/93, pg. 16)
IBM moved to hasten its parallel processing market effort by forming a joint
venture between its Enterprise Systems and Advanced Workstations and
Systems (AWS) lines of business. The new venture, called Power Parallel
Systems, is aimed at leveraging AWS's RISC processor technology, Enterprise
Systems' large-computer expertise and System/390 architecture into offerings
for AIX and MVS operating environments. All of the new RISC, including the
SP1 parallel machine, will be offered to OEM accounts.
176.
** MARKET ROUNDUP
(UGX, 2/15/903, pg. 7)
Those 64-bit Rios 2 multi-chips IBM is planning on using in boxes due by the
end of the year from its new Power Parallel Systems unit reportedly incorporate
more instruction-set parallelism than Rios 1 does. The new Rios 2 will do
eight operations per instruction cycle, have a larger cache and additional buses
.
177.
** MVS AND CICS/6000 APPS WILL RUN UNDER NEW TUXEDO
SYSTEM
(UGX, 2/15/93, pg. 5)
USL announced a new release of its Tuxedo transaction processing system.
Extensions include a COBOL migration API for recompiles of IBM COBOL
based MVS and CICS/6000 applications so that they can run on Tuxedo-based
systems. Also included is an X/Open compliant transaction processing
application programming interface , XATMI, an enhanced message queuing
system and dynamic link libraries.
**************************************************************
NCR ARTICLES
**************************************************************
178.
** NCR USERS CRY FOUL OVER I SERIES GLITCH
(CW, 2/15/93, pg. 72)
Several disgruntled NCR users claim the operating system software has caused
a phenomenon called "silent death" to occur where, for no apparent reason, the
system comes to a halt, causing data corruption and file loss.
179.
** 3450, 3550 DO WELL IN TPC BENCHMARKS
(NC, 2/93, pg. 1)
The 3450 and 3550 client/server platforms achieved some of the least expensive
tps. The TPC-A benchmark results had the NCR 3450 costing $7,924 per
transaction. This is very aggressive if you look at the results of HP and DEC
specifically. NCR did not do any testing in TPC's TPC-C benchmark.
[ Editors note: NCR is claiming 230 tps in a client/server environment for the
3450. However, the Teleprocessing Council has not audited these results.]
180.
** DCE FOR SYSTEM 3000 GOES TO BETA SITES
(NC, 2/93, pg. 4)
The first NCR customer beta sites began testing the Open Software
Foundation's (OSF) Distributed Computing Environment (DCE) on the System
3000 in December. General availability of the DCE Application Support and
Core Services is expected by the middle of the year, with pricing to be
announced at that time.
181.
** NEW DISK SUBSYSTEM STORES UP TO 20GB
(NC, 2/93, pg. 23)
NCR announced that its 6298 Disk Array Subsystem, with redundant disk array
controller is now generally available. NCR is the only vendor currently
shipping a storage subsystem with the redundant controller feature. The 6298
offers customers concurrent access to combinations of RAID 0,1,3 and 5.
182.
** MARKET ROUNDUP
(UGX, 2/15/93, pg. 6)
NCR released StarPro, a distributed computing electronic mail and messaging
system Three products are available: MessageCentral 400, a mail box and
internet gateway: OSI/TCP, a network conductivity package; and Open
Connect400, a gateway to dissimilar LAN E-mail networks. StarPro supports
Motif and Windows.
**************************************************************
SUN ARTICLES
**************************************************************
183.
** NATIVE NETWARE ON SPARC - NT TO FOLLOW?
(UGX, 2/15/93, pg. 1)
Striking out for volume, Sun is unbundling its machines so the channel can
offer other operating systems. Sun has turned to native NetWare as the obvious
first choice for new non-Unix business. Novell has claimed an installed base of
22 million nodes and will port NetWare to Sparc, with Sun providing device
drivers and other hardware specific code. Sparc will be the third architecture
-
after Intel's iAPX-86 and HP's PA-RISC - that Novell will have native NetWare
4.0 on.
184.
** MARKET ROUNDUP
(UGX, 2/15/93, pg. 7)
Sun Microsystems will be raising prices on all its old boxes 20% to 30% in
mid-March. Sun apparently wants to move its base to Sparcstation 10s and
Tsunamis [MicroSPARCs] and the price hike threat should help clear out
inventory.
185.
** COMMENTS
(UGX, 2/15/93, pg. 8)
SunSoft is planning on giving away free Solaris Developer Packs for Solaris-
on-Intel or Solaris-on-Sparc at next month's Solaris Developers Conference. Of
course it costs $700 to attend.
**************************************************************
UNISYS ARTICLES
**************************************************************
186.
** MARKET ROUNDUP
(UGX, 2/15/93, pg. 6)
Unisys is porting its Mapper fourth generation language tool, which supports a
range of databases, to IBM RS/6000, Sun Sparc and SCO Unix-based
platforms: Unisys claims 5,000 users of Mapper worldwide on its mainframe
and Unix platforms.
**************************************************************
OPERATING SYSTEM ARTICLES
**************************************************************
187.
** OSF RESTRUCTURES AS MEMBER FIRMS CUT BACK
(CW, 2/15/93, pg. 1)
The changes could allow DCE and DME to be better integrated. Users familiar
with the OSF's operation viewed the management restructuring in a hopeful
light but stressed the importance of the OSF getting its technologies into users
'
hands as soon as possible.
*************************************************************
OTHER
**************************************************************
188.
** NEXT KOs WORKSTATION LINE
(CW, 2/15/93, pg. 2)
Jobs announced plans to scrap his slow-selling workstations and focus solely
on software. He could not allow the struggling firm to remain "a second-tier
hardware company". Jobs unveiled a radical restructuring that included the
dismissal of 280 of Next's 536 employees.