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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST

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To: Chuzzlewit who wrote (47658)6/15/1998 2:09:00 PM
From: jim kelley  Read Replies (1) of 176387
 
CTC,

My thinking has been focused on the impact of the deal on CPQ.
My experience with the ALPHA machines did not leave me breathless as I have mentioned. Not impressive as a high end server. Also, the high end servers tend to be multiprocessors with up to 25 processors and require special high speed bus architectures. I do not believe that DEC ever put out any special high end bus architecture for the ALPHA. In addition, the software has to be tuned for up to 25 processors so it can take several years to field a high end server to compete with Sun or HP.. So ( I could be wrong) but I do not think they have a credible offering in time to short circuit Merced.

Perhaps, Rudedog can shed some light on the issue of high end multiprocessor bus architecture form DEC for the ALPHA. If they do not have it already it is a show stopper because of the time it takes to design, develop, and manufacture.

I agree with the rest of your assertions although 3 appears to be minimal dislocation to DELL so far. It also represents a big loss of revenue to CPQ.

Jim Kelley
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