Compaq Message Board - Msg: 15993295

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Piotr Koziol who wrote (91890)	6/25/2001 8:34:00 PM
From: stribe30	Read Replies (1) of 97611

Piotr: - Compaq's corporate customers were asked how they felt about the deal BEFORE it materialized and 95% of them were thrilled about the implications of moving to the industry's de facto standard platform Interesting... I've been reading around - here's another hardware view of it from www.realworldtech.com by Paul Demone.. He is answering a question from a forum user: ---------------------------------------- >Do you suppose that Compaq looked at their Alpha roadmap and >decided that developing and marketing a competitive total solution >stack on Alpha was too expensive? Perhaps it really is best >for Compaq to differentiate at the system level. Besides, Compaq >has acquired great clustering technology for their high-end systems. Its easy for a coward to doubt themselves and say they cannot compete. Compaq management came to the same conclusion as SGI's management did years ago. Look what fine shape they are in waiting for IA64 to save them. The Alpha design group probably costs Compaq two or three hundred million a year to operate. The fabless model certainly is much more sustainable than when DEC had problems supporting Hudson. But a credible 64 bit architecture probable pays for itself just in being able to negotiate x86 and IA64 pricing with Intel from a stronger position. And then there is the high margin 64 bit hardware sales (reportedly one of the few bright areas for Compaq) The real question is the respective competitiveness of IA64 and Alpha down the road. I still have very serious doubts about the long term scalability and computational energy efficiency (a key limiter in future processes) of IA64's ILP focussed design approach. Is it any wonder that Intel wants a joint IA64/Alpha design taskforce looking at "parallelism" for future IA64 designs? I think the EV8 would have ate IA64's lunch and asked for more. But now that is one less worry for Intel. I'd love to be a fly on the wall in the IBM and Sun boardrooms over the next few days ;-) realworldtech.com By the way.. in case you didnt catch Paul's attitude of this... his original forum article is entitled "COMPAQ SLAUGHTERS ALPHA - NO EV8".. calling this a deplorable situation realworldtech.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next