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Technology Stocks : Compaq
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To: Mike Gordon who wrote (23426)3/26/1998 6:19:00 PM
From: John Koligman  Read Replies (1) of 97611
 
Mike,
It looks to have the performance, but I don't know what kinds of volumes this chip can be made in. I suspect it may end up being a place holder for CPQ until Merced really ramps up, and gives CPQ a leg up until it does. Once Merced ramps, I think things get murky for Alpha. Guys on the DEC thread can comment in much greater detail. The fact that Intel is one of the main fabricators for Alpha also tends to lessen CPQ's 'squeeze factor' in regard to this chip. However, I think Samsung has signed up to enhance it in the future, again, don't know what they are capable of volumewise. This chip has been a performance leader for a long time, but DEC has never been able to get it off the ground from a marketing perspective. I was not even aware that you can buy a PC with Alpha until one of the DEC guys pointed it out to me. I do think it gives CPQ an edge until Merced.

John
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