Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

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Dec 1 3:59 PM EST

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To: Paul Engel who wrote (57406)	6/7/1998 11:25:00 AM
From: rudedog	Read Replies (1) of 186894

Paul - If you consider the total unit volume that DEC owned in the marketplace, their percentage of Alpha parts was pretty high - they just didn't have the market clout to drive volume. Not so with Compaq. If Compaq decides to make Alpha a strategic investment, as they are showing signs of doing, they could generate enough volume on their own to make the Alpha viable. IMHO Intel should be working with Compaq to assure that they are Compaq's best Alpha partner and develop a coherent Alpha / Merced 64 bit strategy. Otherwise Compaq may end up creating a market for Alpha with suppliers like Samsung and IBM providing the chips. Would Intel let potential chip competitors develop this opportunity? Does not seem like the Intel style to just hope the competition will not execute.

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