[misc.invest] Why so much MIPS action?

schwartz@alpha.ces.cwru.edu (David G. Schwartz) (02/13/91)

Over the last ~2-3 weeks Mips Computer Systems (MIPS) has gone
from around 10 to 16-7/8 (Feb 11 close).  What's the story with these
guys?  Anyone seen projected earnings for '91?  Do they really have a
good product line?  Are they the "SUN" of the '90s?

What do the net.experts have to say about this?

-- 

------------------------------------------------------------------------------
David Schwartz - Case Western Reserve University - schwartz@alpha.ces.cwru.edu
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frazier@oahu.cs.ucla.edu (Greg Frazier) (02/13/91)

schwartz@alpha.ces.cwru.edu (David G. Schwartz) writes:


>Over the last ~2-3 weeks Mips Computer Systems (MIPS) has gone
>from around 10 to 16-7/8 (Feb 11 close).  What's the story with these
>guys?  Anyone seen projected earnings for '91?  Do they really have a
>good product line?  Are they the "SUN" of the '90s?

>What do the net.experts have to say about this?

Well, I'm not expert, but...

MIPS has been fairly successfully competing with Sun for a
share in the workstation CPU market.  Sun has backed itself
into a bit of a hole by using the SPARC architecture, which
is a very stripped-down RISC with very few back doors for
improvement.  In addition, Sun has committed itself to this
architecture by trying to promote it as an industry-wide
"standard" for CPU's (why anyone would want to standardize
CPU's is beyond me).  Finally, MIPS just made a "technology
announcement" (as opposed to a product announcement) that
their next generation of chips (R4000) will be 64-bit CPU's,
as opposed to the 32-bit CPU's which are currently used.
People have been projecting that 64-bit CPU's would enter
the market in the '93-'94 time frame - by announcing now,
MIPS is allowing their vendors and clients to gear up for
the new chips, hopefully smoothing their entry into the market.
Looks like a smart move, but who knows what Sun, IBM, etc. have
up their sleaves.  Oh, Compaq and Motorola have also made
announcements to the effect that Compaq intends to use the R4000
in its next generation of workstations, and Motorola is going
to support OS/2 for the R4000 (not that big a deal, since
apparently they already have it running on the R3000).
-- 


Greg Frazier	frazier@CS.UCLA.EDU	!{ucbvax,rutgers}!ucla-cs!frazier

frazier@oahu.cs.ucla.edu (Greg Frazier) (02/13/91)

frazier@oahu.cs.ucla.edu (Greg Frazier) writes:

>schwartz@alpha.ces.cwru.edu (David G. Schwartz) writes:


>>Over the last ~2-3 weeks Mips Computer Systems (MIPS) has gone
>>from around 10 to 16-7/8 (Feb 11 close).  What's the story with these
>>guys?  Anyone seen projected earnings for '91?  Do they really have a
>>good product line?  Are they the "SUN" of the '90s?

>>What do the net.experts have to say about this?

>Well, I'm not expert, but...

[most of my schlock deleted]

>up their sleaves.  Oh, Compaq and Motorola have also made
				   ^^^^^^^^
Ack!  No, no, no, no.  I of course meant Microsoft.  Thanks
to Mark for pointing this out to me.

>announcements to the effect that Compaq intends to use the R4000
>in its next generation of workstations, and Motorola is going
					     ^^^^^^^^
Here, too.

>to support OS/2 for the R4000 (not that big a deal, since
>apparently they already have it running on the R3000).
-- 


Greg Frazier	frazier@CS.UCLA.EDU	!{ucbvax,rutgers}!ucla-cs!frazier

casley@Tarski.Stanford.EDU (Ross Casley) (02/13/91)

The New York Times had a long article on MIPS a few days ago.
That may not be the cause of the stock market action, but it
could have prolonged it.

-Ross Casley 

pavlov@canisius.UUCP (Greg Pavlov) (02/14/91)

In article <frazier.666384229@oahu>, frazier@oahu.cs.ucla.edu (Greg Frazier) writes:
> 
> > Oh, Compaq and Motorola have also made
> 				   ^^^^^^^^
> 
> >announcements to the effect that Compaq intends to use the R4000
> >in its next generation of workstations, and Motorola 
> 					     ^^^^^^^^
> Ack!  No, no, no, no.  I of course meant Microsoft. 

  .... you might have taken this one step further and changed "announce-
  ments" to something more appropriate.  The only "annnouncing" that has
  been done is by the press/rumor mills.


  pavlov@stewart.fstrf.org

joel@isc.intel.com (Joel Clark) (02/16/91)

In article <1991Feb12.163945.27695@usenet.ins.cwru.edu> schwartz@alpha.ces.cwru.edu (David G. Schwartz) writes:
>
>Over the last ~2-3 weeks Mips Computer Systems (MIPS) has gone
>from around 10 to 16-7/8 (Feb 11 close).  What's the story with these
>guys?  Anyone seen projected earnings for '91?  Do they really have a
>good product line?  Are they the "SUN" of the '90s?
>
>What do the net.experts have to say about this?
>
>------------------------------------------------------------------------------
>David Schwartz - Case Western Reserve University - schwartz@alpha.ces.cwru.edu
>------------------------------------------------------------------------------

They announced that someday they would be shipping a micro-chip that would 
take over the 80X86 market from Intel and apparently some analyst believed

A totally biased opinion from

joel clark
INTEL Supercomputer Systems Division
joel@isc.intel.com