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To: Kevin K. Spurway who wrote (4231)	2/4/1998 5:39:00 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 6843

Kevin, Digital will design the chips, and Intel will make them. To keep intel honest (and not sandbag to make the Merced look good), Samsung will be there making the Alpha also. Intel will have to manufacture the Alpha at high clock rates so they are not embarassed by Samsung. As far as I can tell, nothing in the Intel/DEC deal is null and void, yet. What interests me is IBM demonstrating a 1.1 Ghz processor in a 0.25u non copper process! With this kind of capability, it must be occurring to someone at IBM that they could make a killing if they had an x86 processor of their own. Hummm... Pravin.

To: Kevin K. Spurway who wrote (4231)	2/5/1998 1:19:00 AM
From: Robert Walter	Read Replies (1) \| Respond to of 6843

Kevin, I am not sure what Compaq has up it sleeve regarding Dec's Alpha chip. IMHO I look for Compaq to allow continued development as they try to take a larger share in the total workstation market. The margins are much higher in workstations and right now HP has the market lead when using combined UNIX and Windows NT systems. HP's UNIX's systems use their RISC processors (I believe PA series if my memory is correct) while their Window NT based systems are using Intel cpu's. I think in the near term look for Compaq to try to do the same but just substituting the alpha as their Unix processor. As for the long term I believe they will take a wait and see attitude and see how the cpu industry and software (especially OS's) evolves once the Merced is released by Intel. Robert

To: Kevin K. Spurway who wrote (4231)	2/5/1998 4:14:00 AM
From: greg nus	Read Replies (2) \| Respond to of 6843

Kevin, Cpq plans to increase sales from 25 bill to 50 bill by 2000. Purchasing dec gets them half way there. Cpq must feel comfortable about the mid & low end penitration and unwilling or unable to grow the high end market within the time frame buying dec fitsCPQ total enterprise. Pieffer see a company laden with fat I assume dec's employees will be trimmed form 58K to about 25 by 2000. As for alpha with cpq controling alpha it can take the lion share of the production and control the allocation to others or make it propritary and freeze it's competitior out of UNIX. a nice cardhand to play. for 6 billion more they can pick up amd and control high and low allocations to competitors and exert leverage on Intel at a cheap price. For 3 billion they can take controlling interest and provide some five year money to AMd to finish off fab 25 and Dresden. Pieffer could transfer alpha to amd in exchange for some of the three bill in effect become a equity joint venture partner with amd. Sanders could then run semi while pieffer kept his eye on box making.