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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Big Bucks who wrote (10819)11/12/1997 2:51:00 PM
From: davesd  Read Replies (1) | Respond to of 70976
 
Bucks....It was only a matter of time before the ALPHA chips were cost effective to put into PC's.....They will dust any Pentium running NT.

Customers now will have a choice....INTC, AMD, DEC for NT based PC's.

INTC's margins will be in a world of hurt if the Alpha's catch on.

Now INTC has competition at the low end and at the high end...This is going to be very interesting.

dave



To: Big Bucks who wrote (10819)11/12/1997 3:21:00 PM
From: Tech Buyer  Read Replies (2) | Respond to of 70976
 
>>This article is big trouble for Intel<<

BB, I disagree. The Alpha chip will be able to run Windows NT in native mode, but not Win 95 or Win 98, which is/will be the home market. There could be market share gain in some niche market, but most people will stick with Intel-compatible (x86) chips. Compatibility is more important than speed for most PC users. Do corporate decision makers really want to switch microprocessor family just for some short-term advantage in speed? (especially when Intel is getting Alpha technology anyway.)
TB

(BTW, I don't own Intel stock right now)