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Technology Stocks : Intel Corporation (INTC)

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To: Steve Porter who wrote (57898)	6/14/1998 2:54:00 PM
From: Jeff Fox	Read Replies (1) of 186894

Steve, re:"IF (and that's a big if) CPQ plays it's Alpha card correctly they could be the sole 64 bit competition to Intel when Merced comes out" A classic strategic problem for Alpha - You can only get it from DEC-Compaq where as Merced will be offered inside competing servers from dozens of major computer companies (HP, IBM, SGI, NEC, Amdahl, and Compaq, etc.) This is the "Apple" syndrome all over again. Add to that the fact that Compaq's aim was to get the DEC service organization, Alpha isn't their priority. The only way for Alpha to prosper is for Intel to drop the Merced ball. Jeff

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