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

To: Rob Young who wrote (138025)	6/25/2001 12:12:56 AM
From: tcmay	Read Replies (2) \| Respond to of 186894

<< One of two things, Intel buys Alpha to kill it off... highly unlikely with the FTC paying close attention and whatnot.>> No company would be so foolish as to announce "we bought it so we could kill it off." If removing Alpha as a competitor _is_ a strategy, it is never going to be announced. There are many ways to accomplish the same end, none of them requiring some announcement. The FTC/SEC/DOJ clowns will either nix or it not based on _current_ facts on the ground, not some claim of being able to read Intel's long-range intentions. << Or Intel buys Alpha to make use of it in one form or other. If IA64 were/is so strong, they could easily ignore Alpha and all other pretenders. But that isn't the case as 7 years of development brings SpecInt numbers equal to the trailing CPU out there.>> It depends on the price. Considering patent issues, which are more important now than they were in the 70s and 80s, acquiring the DEC patents could be a very good deal...depending on the price. I was at a party on Saturday night where a senior DEC designer opined that he expected to hear he would be working for Intel soon. (I have no informed opinion one way or another.) --Tim May

To: Rob Young who wrote (138025)	6/25/2001 12:17:27 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Rob - Re: "One of two things, Intel buys Alpha to kill it off... highly unlikely with the FTC paying close attention and whatnot. Or Intel buys Alpha to make use of it in one form or other. If IA64 were/is so strong, they could easily ignore Alpha and all other pretenders. But that isn't the case as 7 years of development brings SpecInt numbers equal to the trailing CPU out there. Intel needs the expertise and surely has to transition the existing Alpha base to get everyone's approval. Real interesting question would be what happens to EV8 as it is very far along (according to Paul DeMone at Realworldtech it was actually "done" 6 or more months ago, i.e. design)." Personally, I think Intel needs Alpha about as bad as a drowning man needs a drink of water. Paul