Gnarly, Late, but here it is anyway... StrongArm future, and value (or lack of) porting Draw to Alpha...
Pete
news.com]
Settlement good for business, bad for Alpha By Michael Kanellos October 27, 1997, 12:50 p.m. PT
news analysis: In the proposed settlement between Digital and Intel, the loser appears to be Alpha....
......"Over time, the Alpha will become less and less important," said Michael Slater, principal analyst at the MicroDesign Resources. "Alpha customers have a reason to be concerned."
Or, as another analyst put it, "It's not dead now, but by 2000 it will be."
The settlement, however, could prove to be a springboard for Digital's StrongARM embedded processors. Under terms of the agreement, Intel will take over development of the low-powered processors used in personal assistants and other small, mobile computing devices. Intel has hinted several times that it plans to get into this market, but the lower profits these type of chips bring has kept the company from dedicating much effort to it, a number of analysts have said.
Although Intel's commitment to development in this area remains clear, the StrongARM acquisition eases the research and development effort required to get into the market.
"That was the most surprising thing about the settlement," said Slater. "It does fit well into Intel's portfolio. Intel's embedded processors have not been competitive." |