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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (74979)	3/19/2002 3:53:30 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Pravin, Compaq knew that they were going to try and merge with HP when Intel got the Alpha -- Not sure of that. The first occurrence was in May last year, the other late last year (what month did they announce the intent to merge?). Anyway, I think AMD will have the last laugh, and if Dell adopts the Hammer, they may have a few giggles. Well, yet another "Dell does AMD". How many is that now? Tony

To: Pravin Kamdar who wrote (74979)	3/19/2002 6:07:21 PM
From: Cory Gault	Read Replies (3) \| Respond to of 275872

"When Compaq bought DEC, Intel got the DEC fab (Maine?), but Compaq got Alpha. The FTC didn't want Intel to also get Alpha for anticompetitive reasons. In fact, Intel was required to continue fabbing the Alpha for Compaq after they got the fab. So, where was the FTC when Fiorina, Capellas, and Barrett were putting together this deal? Compaq knew that they were going to try and merge with HP when Intel got the Alpha -- that's why Intel got Alpha, because a combined HPQ didn't want Alpha competing with the in-house developed Mckinley. Intel ended up getting everything they wanted in the beginning, and Sanders was left sitting out in the cold with his thumb up his ... Anyway, I think AMD will have the last laugh, and if Dell adopts the Hammer, they may have a few giggles" You sound very bitter, not to mentioned worried. Not suprised at this merger. As the industry matures consolidation is inevitable. IBM, Dell and HPQ will be the only significant HW players once it is all said and done. Very similar to what happened in the aerospace industry. CG