SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Obewon who wrote (15556)1/29/1998 7:32:00 AM
From: Tom M  Read Replies (2) of 97611
 
<<Compaq has more resouces so they'd have to go back and see whether Alpha could be a viable competitor under CPQ control>>

As a very recent ex-DEC investor, I'd like to point out that DEC is NOT selling Alpha - they're selling the Fab, and have a contract for Intel to continue to manufacture Alpha. DEC(CPQ) still owns Alpha, and has retained the design team to continue planned future enhancements and shrinks. In addition, Intel would not have possible monopoly power over Alpha manufacture & price setting because they are not exclusively liscensed to its manufacture - Samsung and Mitsubishi also produce the chip. This gives Intel incentive to use state of the art technology in shrinking Alpha as fast as possible to compete against the other suppliers of Alpha - fastest/cheapest/most efficient manufacturer will profit. IMO regarding DEC/INTEL fab approval, with CPQ's volume putting out Alpha NT boxes it should ensure Alpha remains a viable competitior ONLY IF Intel is allowed to produce it. DEC losing money on its fab proves one should focus on its strengths. I think it would be a mistake for the FTC to think there's any benefit to having CPQ keep the fab and manufacture it when there are already alternate sources. This really should be the win-win situation they portray all around with intense competition to push Alpha's price/performance as an alternative to traditional Intel chips.

hope this helps,
Tom
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News