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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Rob Young who wrote (125833)	1/23/2001 1:19:53 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Rob, <Things must be really sucking with Itanium. Did you see how well Itanium does IA32?> Probably a lot better than EV7 does anything right now. But if you haven't noticed, the current king of the hill is Sun, yet their UltraSparc III is slipping like crazy. Seems like no one is staying on schedule these days. That only leaves all sides to play a game of "pot, kettle, black." I noticed this happens to be your favorite game. Tenchusatsu

To: Rob Young who wrote (125833)	6/22/2001 2:21:03 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Hey Rob - What's up with THIS ? "EVIDENCE IS NOW MOUNTING that Compaq will, indeed divest itself of its Alpha microprocessor division, perhaps as early as next Monday. " 213.219.40.69 Smoke present: looking for fire By Mike Magee, 22/06/01 14:58:06 BST EVIDENCE IS NOW MOUNTING that Compaq will, indeed divest itself of its Alpha microprocessor division, perhaps as early as next Monday. And we now think Intel is definitely in the frame. Calls made to Intel, Compaq and to its PR firm today have not, so far, been returned, but sources within the company continued to insist that the unit was being primed for takeover. If there are job losses, they will be very very few. Whoever wants the Alpha project wants the whole caboodle. While we still cannot say for certain who is the likely buyer, it appears that Intel is still the favourite, with Capellas and his cohorts preparing a strategy to keep Compaq's customers satisfied. Sources said they'd hoped IBM would snap up the technology. There's also a remote possibility that AMD could be interested, for reasons we'll get to later in this piece. That could go something like this, and here we're speculating some. Tru64 Unix was ported to the IA-64 platform during the Bravo project, while good old DEC (Digital) played around with an IA-32 port of VMS quite a while back. The plan to move Tandem boxes to IA-64 from MIPS was only decked when Eckhard "Pfortress" Pfeiffer intervened shortly after takeover and officials posited that MIPS could move to Alpha. That move never happened. We think there might be a little project called Tru64 for the Itanium in the air. Any issues over the Federal Trade Commission (FTC) could be fairly easily smoothed over, now the dust has settled, and with everyone's agreement. And that would mean a very attractive piece of chip collateral fell into INTCzilla's hands. It would also help La Intella in its mission to wave goodbye to Sun Microsystems. Could AMD afford it? Well, there was a time when AMD nearly bought the South Queensferry Alpha fab but lack of funds at the time prevented it from doing so. Reasons of sentiment could also enter the equation. Compaq and AMD have always been close - but finding the right sum of money might be hard for AMD right now. INTC grabbing the Alpha jewels would have repercussions on AMD because of the technologies - some of which have catapulted the smaller chip company into its current good position. What about Samsung, you ask? Well, Samsung, apparently, has been looking to get out of its Alpha agreement for quite some time. We hear the following today: "Compaq wants to keep the building (the Compaq storage group is in Shrewsbury, Mass too) which may indicate the company buying the group has facilities nearby. "By a strange coincidence, ten miles away is Hudson, MA -- where the Alpha group was located when Digital ruled and now where Intel resides. The rumours are that the buyer wants the building. The IT group is staying, so perhaps the purchasing company already has its own IT staff nearby." The deal could happen as soon as Monday. We'd recommend buying CPQ stock, just in case. And if we're completely wrong, we'll just have to cough up and say so. But we don't think we are. µ