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To: AK2004 who wrote (45094)	6/25/2001 1:39:24 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Albert, <I meant would the deal cause problems between intel and dell and hp since compaq is their direct competitor.> I am at complete loss in trying to see why this deal would cause a problem to either HP or Dell? This is about Compaq finally giving up on supporting disparate platforms and consolidating. Care to expand why this move would be a problem for anyone other than AMD? <And I do not believe that the long term relationship ( 1-2 years let alone 10years) is possible without hurting dell/intel relationship. > It will take Compaq 2-3 years to just complete the IA64 ports of DEC and Tandem platforms. Compaq will be consumed in this process for that time. Unless one understands software it is difficult to see level of commitment that COmpaq just made to Intel. Hoping this would go away is a long shot (a very very long shot - so long that the odds are better that Dell will have a corporate line based on AMD chips before that happens). <Dell's success is partially based on taking away market share from compaq.> True and in that sense this is good for Dell. This move does not make it easier for Dell to go aggressively after the DEC/Tandem installed base. Every server guy is probably salivating right now hoping to take a small piece of Compaq's pie. I would love to see a coherent argument from anyone on why this deal would be bad for HP or Dell. Chuck