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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Night Writer who wrote (91418)5/31/2001 12:48:32 PM
From: Rossignol  Read Replies (2) | Respond to of 97611
 
I wouldn't crank it up as any major threat at least in the near term. First of all, existing 32-bit applications will not likely migrate without extensive redesign. 64-bit versions that are optimized for this processor are a good year away or more. Secondly Alpha is a moving target as well so I would expect technology and speed bumps in the future to stay competitive.



To: Night Writer who wrote (91418)5/31/2001 2:49:31 PM
From: rudedog  Read Replies (2) | Respond to of 97611
 
NW - Itanium might eventually enable some Compaq competitors but it will enable Compaq even more strongly, since they have advanced designs for 32 way and beyond based on McKinley. DELL will not be able to touch those systems. This is nonsense in today's world - a 4 way machine with no software and no market is not a threat to anyone. Look for McKinley to start getting traction in 2003.


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