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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
APRIL 15, 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
CIO = CIO
CW = Computer World
DT = Datamation
DNR = Digital news & review
EN = Electronic News
IW = Information Week
MS = Midrange Systems
NC = NCR Connection
OST = Open Systems Today
RSM = RS/Magazine
SE = Sun Expert
SO = Sun Observer
SJMN = San Jose Mercury News
SW = Sun World
UGX = Unigram-X
UNF = UniForum Monthly
UR = Unix Review
UW = Unix World
WN = Workstation News
WSJ = Wall Street Journal
Editor,
Nadine Halsted
**************************************************************
FLASH
**************************************************************
Competitive Action and Competitive Watch are now available on Power Tools.
For more information on accessing Power Tools, send an HPDesk message to
Power TOOLS / HP6650/AF.
Please limit your request for faxing to a maximum of 3 articles or send your
mailing address.
If your fax number is outside of the U.S., please note as international.
**************************************************************
DIGITAL ARTICLES
**************************************************************
380.
** UNIX COALITION PROPOSAL LOOKS LIKE DEC's OSF/1
(DNR, 4/5/93, pg. 1)
The common Unix look and feel promised by the COSE coalition at UniForum
closely resembles that of the DEC OSF/1 1.2 operating system for Alpha AXP
systems. Both DEC and COSE have put a single look-and-feel interface at the
top of their agendas.
381.
** DEC DEAL DRIVES 3-D GRAPHICS PUSH
(CW, 4/5/93, pg. 12)
DEC and Kubota are now shipping imaging and graphics workstation that bring
together Kubota's high-speed graphics subsystems and the CPU power of
DEC's OSF/1 Alpha AXP workstation. The DEC 3500 E1.5 offers SPECfp92 of
127.7, and SPECint92 of 84.4 and is priced at $51,995. The DEC 3400 E1.5
offers SPECfp92 of 112.5 and SPECint92 of 74.8 with a price of $34,445. In
contrast, the HP 735 CRX-24Z offers 150.6 SPECfp92, 80.0 SPECint92, and priced
at $48,045.
[ Editors note: The graph reflects HP superior SPECfp92 rating with a small
advantage in SPECint92 results to the 3500. The HP system does have a
price/performance advantage. ]
382.
** STOP SETTING SALES POLICIES IN STONE!
(DNR, 4//5/93, pg. 34)
If a customer purchases a DEC 3000 alpha AXP and needs additional memory,
the customer may pay premium prices for the memory-upgrade. The way the
3000/AXP memory subsystem is designed, only certain combinations of
SIMMs will work , and DEC doesn't give trade-in allowances.
383.
** ALIVE AND KICKING
(CW, 4/5/93, pg. 114)
VMS is not dead yet. DEC will this week announce new versions of its VMS
operating system with planed 64-bit addressing for files and databases and,
ultimately, full 64-bit support, according to industry sources. The operating
system will also be more modular.
**************************************************************
GROUPE BULL ARTICLES
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384.
** MORE BAD NEWS FOR BULL
(UW, 5/93, pg. 16)
Bull's status as a technology partner with IBM may need some shoring up.
Despite an agreement signed last year which put Bull in charge of developing a
symmetric multiprocessing (SMP) system to be sold by both companies, IBM
announced this spring a separate SMP project that the company acknowledges
will compete with Bull's plans.
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HP ARTICLES
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385.
** THE TRANSITION TO GLASS-HOUSE UNIX
(UNF, 4/1/93, pg. 17)
Large-scale Unix systems are emerging as viable alternatives to traditional
mainframes. New system management tools, a production culture and cross-
platform applications and development tools duplicate the infrastructure. "We
coined the term mainframe alternative because when a customer pulls an
application or an entire MIS organization off a mainframe and onto an HP
Business Server, the customer may be up-sizing performance but downsizing
costs," says HP's Eavey.
[ Editors note: This is a great article for justifying a mainframe alternative
strategy and sells the HP 9000 as the right choice. ]
386.
** EXECUTIVE SUMMARY
(IW, 4/5/93, pg. 8)
Over the next three years, 7-Eleven Japan will install Unix-based, client-server
networks to deliver decision support to about 5,000 outlets. The company is
spending $12.5 million on HP gear. This includes five series 800 business
servers, 200 Series 700 RISC workstations, and an undisclosed number of X
terminals. HP will also help manage the networks and provide multivendor
support.
[ Editors note: Congratulations YHP ! ]
387.
** HP EXPANDS SQL ACCESS
(DNR, 4/5/93, pg. 22)
HP has developed an SQL-based interface that can read and update information
stored in a previously non-relational database. HP's TurboImage database will
employ the new interface and has been renamed HP Image/SQL. It can be used
with new or existing applications and SQL-based 4GL and client/server tools.
388.
** COMPUTER FIRM RESULTS LIKELY TO BE GLOOMY
(WSJ, 4/12/93, pg. A7A)
Analysts in recent days have cut estimates for Sun, Tandem and others, while
Digital and IBM are expected to post continued losses. HP, by contrast,
remains strongly profitable.
389.
** CINCOM SOFTWARE UP ON HP, DEC UNIX
(UGX, 4/5/93, pg. 5)
As promised last March, Cincom has launched the Unix version of its integrated
manufacturing software on both HP and DEC's Ultrix with DEC's OSF/1
following in the second half of the year. David Miller, UK marketing manager,
says "The company is not rushing to implement under IBM's AIX. Most
customers who are interested in a Unix version are looking for prime open
system vendors and AIX is not usually towards the top of the list".
390.
** NEWS SHORTS
(CW, 4/5/93, pg. 6)
The Precision RISC Organization, which promotes HP 's Precision
Architecture-RISC technology, is circulating specifications for an application
programming interface designed to assure compatibility among different
vendors' PA-RISC based products.
**************************************************************
IBM ARTICLES
**************************************************************
391.
** PLUG MAKERS COMPLAIN
(DT, 4/1/93, pg. 13)
IBM's plug-compatible mainframe competitors aren't too happy with IBM's
attempt to gain control of performance benchmarks for high-end systems. IBM
has run the Large Systems Performance Reference (LSPR) benchmark on IBM,
Amdahl and Hitachi mainframes. IBM is not publishing LSPR code, and there
is no way for the PCM's to verify or attack IBM's numbers, which presumably
show the ES/9000 to be superior.
392.
** IBM's NEW BALANCING ACT
(UFM, 4/93, pg. 7)
IBM's recent troubles may be bad news for its employees, customers and
stockholders, but over the long-term, it's going to be good news for Unix and
open systems. IBM will emerge from its current troubles with a much better
balance between its proprietary and open systems offerings.
393.
** FOR IBM EUROPE, 'THIS IS THE YEAR OF TRUTH'
(BW, 4/19/93, pg. 45)
IBM Europe is looking for dramatic ways to change its business. The sign:
IBM France's $466 million bid for software specialist CGI Informatique.
Buying CGI would further reduce IBM Europe's dependence on computer
hardware sales and move the company into the fast-growing area of software
and services.
394.
** ISSC PARKS AT HERTZ
(IW, 4/5/93, pg. 16)
IBM's Integrated Systems Solution Corp. (ISSC) is in the driver's seat at Hertz
with a five year contract to manage systems operations, develop back office and
financial applications and provide maintenance support for the IBM mainframes
at the $2.8 billion car-rental company's worldwide data center in Oklahoma
City.
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SGI ARTICLES
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395.
** BUSINESS BRIEFS
(WSJ, 4/8/93, pg. B5)
Movie maker George Lucas's closely held Industrial Light and Magic and
computer maker Silicon Graphics have agreed to pool resources in the lucrative
field of visual effects and film production.
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SUN ARTICLES
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396.
** SUN'S 64-BIT SPARC DEBUT
(SE, 4/93, pg. 8)
Sun is expected to announce plans for a new, 64-bit version of the SPARC
processor. To be called UltraSPARC, the device will execute four instructions
in a single cycle. Within three to four years, says a Sun director, "we are
looking at a chip that runs 1,000 SPECfp92 and 800 SPECint92."
397.
** SUN CHAMPIONS ANOTHER KIND OF CHANNEL
(SE, 4/93, pg. 10)
Sun, along with HP and IBM, has emerged as a champion of a new networking
standard called Fibre Channel. The initiative is to advance Fibre Channel as an
affordable, high-speed interconnection standard for workstations and
peripherals used in thousands of commercial and technical applications."
398.
** A LEANER AND MEANER RESELLER PROGRAM
(SE, 4/93, pg. 12)
Sun Microsystems Computer Corp. (SMCC) claims to have eliminated 500 or
so resellers from its ranks in the past year. SMCC is currently generating more
than 55% of its sales through resellers. The company is looking to expand this
percentage to 60%. At approximately 28% to 34%, the margins Sun allows its
resellers are in the ballpark with other workstation vendors.
399.
** SOLARIS SERVICE- FROM MORE THAN JUST SUNSOFT?
(SE, 4/93, pg. 14)
Currently, for Sun users, Solaris/SunOS problems where handled by Sun, or
SunSoft if you were running on a Sun clone. If an SMCC pilot program pans
out, users could be going to a third-party service provider. This may be the
third party hardware provider.
400.
** HOW DOES SUN DO IT?
(SE, 4/93, pg. 14)
During Sun's second fiscal quarter (ending December 321, 1992), Sun sold
10,000 SPARCstation 2s, 28,000 SPARC station 10s. Sun also sold 3,000
SPARCclassic and LX systems, and 18,000 IPXs, IPCs and servers combined.
During the same period, SunSoft claims to have distributed more than 176,000
Solaris and Unix licenses, 131,000 of which were for Solaris 2.
401.
** BITS
(UW, 5/93, pg. 20)
Sun has formed a wholly owned subsidiary called Firstperson Inc. The unit has
been working for the past two years on developing software technology that
integrates all types of digital data with hardware components, such as fax
machines and televisions.
402.
** COMMENTS
(UGX, 4/5/93, pg. 8)
Scott McNealy on IBM Corp's new chief executive officer Louis Gerstner:
"Who cares who's captain after the wings have fallen off."
**************************************************************
UNISYS ARTICLES
**************************************************************
403.
** UNISYS HOPES TO BREAK WORKSTATION BARRIER WITH PCs
(UW, 5/93, pg. 18)
Hoping to expand its UNIX business beyond its U6000 servers, Unisys rolled
out a line of Intel-based Unix business workstations. The company believes
customers that might otherwise buy low-end RISC workstations from Sun, HP,
or IBM will go for these new Unix PCs instead.
**************************************************************
OTHER
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404.
** NOVELL REDUCES UNIX PRICES
(UW, 5/93, pg. 15)
Novell has reduced its price of Unixware by 50%, from $495 to $295. But
despite the price reduction the operating system will face difficulty because it
lacks trained distribution channels, a support staff, and users with a good
understanding of the product.
405.
** UNIX-BASED SERVER SCALABLE TO FIVE PROCESSORS
(CW, 4/5/93, pg. 48)
Wyse technology recently unveiled a new Unix-based symmetric
multiprocessor designed to support up to 250 active users. The maximum
configuration with five CPU's would cost approximately $50,000. HP will
provide onsite support for the new boxes.