Compaq Message Board - Msg: 8946778

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Technology Stocks : Compaq

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To: Steven N who wrote (57938)	4/15/1999 4:12:00 PM
From: rudedog	Read Replies (1) of 97611

Steven - RE: no disrespect intended rudedog, but you knew this last year I'm not sure which particular brilliant insight of mine you are referring to - I have so many (he says modestly, blushing slightly). If you mean that Merced would be delayed by a year, yes that was a pretty safe bet. It does give CPQ an opportunity. Intel has spun up the industry to believe that 64 bit will be increasingly important, and now they have left a gap in delivery of 64 bit products. Merced itself (for a variety of reasons) will never be a volume platform - that role will be for the upcoming McKinley product. But what should CPQ do with this opportunity? Try and drive Alpha as an alternative to Intel? Hard going I would think. Use Alpha as an on-ramp to the IA64 world? Better, but puts them back in the same game in 2 years' time. Establish 64 bit leadership on NT independent of Platform? A great plan but requires a lot of deep partnership work and some delicate balancing with Intel. So far I have not seen a lot of execution on any of these vectors. I was surprised that there was not some strong statement of direction about this at Innovate. I guess we'll have to wait and see if CPQ has anything up there sleeve here.

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