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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Process Boy who wrote (70236)	8/29/1999 10:50:00 PM
From: kapkan4u	Read Replies (1) \| Respond to of 1573943

<If you want to see CPQ's stock plummet, let them announce overtly that they are going full bore with Alpha on Linux.> They have just announced as much. There will be no NT on Alpha platform beyond NT 4.0 sp6. I guessed you missed that. Kap

To: Process Boy who wrote (70236)	8/30/1999 4:03:00 PM
From: Rob Young	Read Replies (1) \| Respond to of 1573943

PB, < How do you get the impression that CPQ is so love with Alpha? It has done very little for them since they acquired it from DEC. If Proliant server sales go through the roof, which I believe they might, do you still think CPQ is going to abandon Merced?> Could you clarify the statement "it has done very little for them since they acquired it from DEC." Not sure what you mean by very little. Alpha is responsible for about 9 billion in sales (hardware/software/support) for Compaq annually. How would you characterize "very little?" As for Merced ... high-bandwidth 8-CPU MBs are on the horizon for Athlon. Athlon at 1 GHz late next year and high bandwidth MBs (they are at 200 MHz point-to-point today) should be a compelling competitor to Merced and running IA32 much faster. Interesting to see how this plays out if AMD can deliver at that frequency in that timeframe. Rob