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To: Charles R who wrote (45299)	6/26/2001 8:17:56 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 275872

Chuck, I generally agree with most of what you said, but I'll just say one thing: <ITanium looked like it was dying on the vine until this deal.> I don't know what visibility you had on Itanium's prospects before this deal. But to me, the deal is more of an exclamation point than a turning point. Itanium already has plenty of momentum, and Compaq had a big part in its development for a long time. The announcement yesterday only seals Compaq's commitment. Tenchusatsu

To: Charles R who wrote (45299)	6/26/2001 8:38:11 PM
From: kapkan4u	Read Replies (1) \| Respond to of 275872

I view the Intel/Compaq deal as neutral for AMD. The negatives are the loss of Compaq as a server partner and the loss of Compaq FORTRAN future enhancements for Athlon. The positives are that Alpha disappearance means: 1. Less competition for x86-64. 2. Less likelihood that Intel's own x86-64 design will see the light of day. 3. More likelihood that some of Alpha designers will end up working for AMD. 4. More likelihood that MS will support x86-64. MS has always been terrified of the prospect of having only Itanic for Win64 OS. They continued to develop on Alpha even after Compaq pulled out of their part of the deal two years ago. Now the only alternative left is x86-64 Kap PS. I may also add that this is a totally brain dead move for Compaq which will hurt them immensely. I was looking to buy some Compaq cheap, before this. Not anymore.

To: Charles R who wrote (45299)	6/27/2001 2:06:54 AM
From: Paul Engel	Read Replies (2) \| Respond to of 275872

Re: "we should start talking about the delays in Mobile Tualatins and how it impacts the laptop business dynamics for the next couple of quarters " What delay? Do these three Mobile Tualatin Notebook computers from Acer, Fujitsu and Compaq sound like the Tualatin is delayed ? investor.cnet.com "The company also showed off the mobile version of the Pentium III chip, called the Pentium III-M. Two new notebooks from Fujitsu and Acer were fitted with "1GHz or faster" Pentium III-M processors, according to an Intel representative. The Pentium III-M, or Tualatin, chip is a version of Intel's Pentium III based on its new 0.13-micron manufacturing technology. Other versions of the Tualatin Pentium III will be manufactured for servers and desktop PCs. The first Pentium III-M chips are expected in late July, followed later in the year by low-power versions of the chip. Intel will hold a press conference with Compaq Computer on Wednesday afternoon, during which the chipmaker will further discuss the Pentium III-M. Compaq is expected to reveal a new Evo mini-notebook. The new notebook, to be fitted with a low-power version of the Pentium III-M, will weigh in at 2.5 pounds and run for eight hours on a single charge of its Lithium-Ion Polymer battery "