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To: Adrian Wu who wrote (4061)	1/26/1998 10:47:00 PM
From: Tom W.	Respond to of 6843

"AMD dropped pricing. The sad news is that there is little to no product in the reseller channel. Compaq signed a agreement (after IBM's exclusive for January is over) for the AMD K6/266. Therefore, we will not see the product until after March. The PIB (boxed) K6/200 are back ordered. It will also be March before we see them. The K6/233 will be erratic in availability. One authorized distributor was given a whopping four processors on their next shipment!" from www.whatisnew.com (esc technologies), these guys are usually pretty good with the info.

To: Adrian Wu who wrote (4061)	1/27/1998 2:35:00 AM
From: Yousef	Read Replies (1) \| Respond to of 6843

Adrian, Re: "I think Compaq will groom the Alpha for it's high end server and workstation lines, and I hope the K6 for consumer lines ..." You really are "Lost In Space" ... This strategy might have worked about 5 years ago, but not NOW. DEC realized the Alpha was not competitive and that is why they sold the design and Fab to Intel. DEC is committed to porting their version of UNIX to Merced for next generation server/enterprise computing platforms. The K6's role will be on the low cost, entry level system that sells for <$1000 (soon to be < $500) ... No profit margin here!! IMHO, this was a very bad acquisition for Compaq ... they don't need the distraction of trying to "save" DEC. DEC has had flat revenue (at about 13B$) for the last 10 YEARS ... the prized Alpha architecture has been beaten by Intel's PII and upcoming Merced. What is it that DEC brings to Compaq ... maybe some large business accounts and a good service organization, but Compaq will be forced to layoff many DEC employees. This should really help the morale. This purchase reminds me of the ATT purchase of NCR. ATT spun-off the IC Fabs to Hyundai, while the rest of NCR has added little additional revenue/value to ATT. Now ATT is downsizing by about 15,000 jobs. Make It So, Yousef