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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: stock bull who wrote (45470)5/30/1998 5:06:00 PM
From: Logos  Read Replies (1) of 176387
 
RE: <<The competition to the Merced is Dec's Alpha processor... If the Alpha is dropped by CPQ/DEC, this leaves Intel as the only player in town...the delay of 6 to 12 months of the Merced chip.>>

Hi stock bull,

A few quibbles: How are you defining the market for Merced and Alpha? Alpha is currently the only non-Intel chips that runs NT natively, but if you include Unix in the market, then all kinds of nifty chips from IBM, Sun, HP,... would need to be included. Also, I thought Merced's delay was 6 months? When was the 12 month figure announced? Or maybe we just are thinking of different starting dates. Cheers!

Haz
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