home
***
CD-ROM
|
disk
|
FTP
|
other
***
search
/
Apple Reference & Presen…rary 8 (Internal Edition)
/
Apple R&P Lib Internal v8.0.iso
/
3-Presentations
/
Apple Computer Inc.
/
Industry Competition
/
ROMs
/
Workstations
/
DEC PCs-Workstations '89
next >
Wrap
Text File
|
1990-06-24
|
5KB
|
106 lines
------------------
Apple Confidential
------------------
SUMMARY AND ANALYSIS
DEC introduced a slew of new workstation and PC products on January 10. The
announcements include a line of PCs made by Tandy and resold under the DEC
label, some new software products designed to tie PCs into DEC's networks, and
a new set of RISC-based workstations.
The workstation announcements are probably the most important; they set a very
aggressive price-performance standard, and almost demand a similar response
from companies like Sun, HP, and IBM. Sun in particular has been explicitly
targeted by DEC, but the company most likely to lose out in the competition is
Apollo, which is already financially weak. A workstation shakeout in 1989
looks increasingly likely.
In PCs, the DEC announcements will make it possible for DEC representatives to
service customers who want to buy both midrange computers and PCs from DEC.
The company's PC pricing is not very aggressive.
IMPACT ON APPLE
We don't think the announcements will have a major impact on Apple, especially
in the short run. DEC seems to be putting most of its efforts into winning the
workstation battle; by comparison, the PC announcements are relatively
unexciting. In the long run, RISC systems continue to come down in price,
bringing closer the day when they will show up in PCs.
THE WORKSTATIONS
DEC premiered a new RISC-based Unix workstation, built around microprocessors
supplied by MIPS Computer Systems. The new DECstation 3100 is aggressively
priced -- about 40% below comparably-equipped Sun 4 systems. For instance, the
entry-level configuration is priced at $11,900, while the entry-level Sun-4/110
is $19,950. These new DEC systems are the first ones designed to run only
Unix, instead of DEC's proprietary VMS operating software.
As officials at Sun and HP pointed out, it will be several months before much
Unix software is ported to the DECstation 3100, and it won't even ship in
volume until April. By then, Sun, HP, and possibly IBM are expected to
announce or be close to announcing new lower-priced workstations.
By mid-1989, the workstation world will have been reshaped considerably, with
lower prices, higher performance, and a lot more RISC microprocessors. The
list of competitors may have changed as well, because the move to a new
price-performance level will create a substantial hurdle for manufacturers.
Sun, HP, and IBM are all likely to clear it. Silicon Graphics probably will as
well, although it could be hurt because DEC uses the same MIPS processors as
SGI. Other companies may not clear the hurdle -- particularly Apollo and
Tektronix. Sony's US workstation venture also looks vulnerable, with limited
market penetration and no RISC products at this time.
NEW VAXSTATION
DEC also added a new model to its VAXstation line, which runs DEC's proprietary
VMS operating system. The new VAXstation 3100 is more than twice the speed of
the VAXstation 2000, which DEC claims was the world's best-selling workstation
last year. An entry-level VAXstation will be priced at $7,900 -- relatively
aggressive pricing.
NEW PCs
Three new PCs, manufactured for DEC by Tandy, were announced. They are listed
below, along with specifications:
Name CPU RAM Price Tandy Equiv.
DECstation 210 286 10MHz 1M $2,630 Model 3000
DECstation 316 386 16MHz 1M $3,485 Model 4000
DECstation 320 386 20MHz 2M $4,960 Model 4000LX
Price includes one 3.5" 1.44M floppy, a monochrome monitor, and MS-DOS 3.3.
The DEC configurations do not map precisely to Tandy models, so we have listed
the closest equivalents. The prices are about in line with Tandy's -- not bad,
but not tremendously aggressive either. DEC is offering a one-year warranty on
hardware, and a variety of networking options.
PC-RELATED SOFTWARE
The company also premiered two new software products: a PC emulator that runs
on VMS workstations, and a DECwindows access product for PCs.
The PC emulator, called VAXpc, imitates an IBM-AT on any VMS workstation. DEC
says it can run most DOS programs that do not use protected mode or certain
specific hardware features. In practice, this probably means it cannot run
OS/2 and possibly Windows, but almost certainly will run popular PC programs
like WordPerfect.
The DECwindows access product, called MS-DOS DECwindows Display Facility,
allows a PC to access and use VMS and Ultrix DECwindows applications residing
on a network.
_______________
If you have questions or comments, please link COMPETITION.