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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: Mark Brophy who wrote (57427)6/7/1998 2:17:00 PM
From: Paul Engel  Read Replies (1) of 186894
 
Mark - Re: "About as much as Microsoft made between the release of Windows 1.0 in 1985 and release 3.0 in 1991. Or, about as much as Intel made between the release of the 8080 in 1973 and the 80386 many years later (1986?)."

These are good point - very good points.

But ALPHA has been around 6 years and the "world" has been expecting Merced for a year or more.

For companies planning to switch From Merced TO Alpha to fill a 6 month gap, I would expect very few to find any real payback in this because they would presumably have to switch back again from Alpha to Merced once it is available.

These "switches" eat up enormous resources - management, engineering and capital.

A further problem is that for PC makers to support ALPHA, they will be funneling money to their DIRECT COMPETITOR Compaq, either through ALPHA purchases or license fees to SAMSUNG.

How many PC makers want to help their main competition?

Paul
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