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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: gc who wrote (45413)	5/30/1998 1:03:00 PM
From: stock bull	Read Replies (2) of 176387

GC, I think we should keep in mind that Merced is a 64 bit processor. This processor is initially going to be sold in servers, not pc's. I think it will be sometime before you see the Merced in home, or office pc's. The competition to the Merced is Dec's Alpha processor. I think we all know that Intel will produce the Alpha for DEC as part of the agreement reached between the two companies. However, with CPQ buying DEC, things may change with respect to the future direction of the Alpha chip. If the Alpha is dropped by CPQ/DEC, this leaves Intel as the only player in town. Therefore, I really don't see any major negative impact to Intel by the delay of 6 to 12 months of the Merced chip. If Intel drops below $70/share, I think we are then seeing some good buying opportunities. I sure don't see any negative impact to Dell with respect to the delay of the Merced. Do you? Stock Bull

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