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Technology Stocks : Compaq

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To: FR1 who wrote (31417)8/22/1998 2:25:00 AM
From: Acid  Read Replies (2) of 97611
 
It seems like you are viewing Merced as processor which will be used by the masses. I don't think many individuals will be using machines based on Merced. You will have high-end enterprise servers using the chip. You will also have some very high-end workstations using Merced. But I doubt many people who are currently using Windows 98 will be running Merced. Merced is going to be a niche market processor for a long time. IA64 is not going to replace IA32 for quite some time. It is very expensive and runs x86 compatible code slower than current the IA32 processors.

If 64-bit NT is delayed, that would hurt Compaq's chances of pushing Alpha. I still question whether people would adopt Alpha when they know Intel will be pushing an alternative even if they have to wait an extra year or so.
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