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Technology Stocks : Compaq

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To: James R Mohr who wrote (15572)1/29/1998 10:41:00 AM
From: Tom M  Read Replies (1) of 97611
 
>>are Alpha servers that much/any better than Merced???<<< Which Merced servers are you comparing to which Alpha servers? No offense, but you're comparing Apples to vapor at this point, and for probably the next 1 1/2 to 2 years in any reasonable volume. Current Alpha performance specs already beat planned Merced specs. Intel has already mentioned their second generation Merced will be the real performer. CPQ should be able to sell a ton of Alpha NT workstations and servers while we're waiting for Merced (DEC's marketing blew this), and then can offer Merced boxes. The consumer will be able to choose the CPU and OS (CPQ 64bit Unix or MS NT etc) that best fits their task. Imagine what an Intel Alpha shrunk to .18mu wired with IBM's new copper process could do while we're waiting for Merced! (not saying this combination with IBM's process has been seen in print, I just like the potential)

regards,
Tom
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