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To: Jeff Hayden who wrote (8273)	2/7/1998 5:26:00 AM
From: Doren	Read Replies (1) \| Respond to of 213177

Jeff, Compaq bought Digital, mainly for its consultant business, which is huge, and somewhat for midrange servers. Compaq would like DEC customers to buy Compaq workstations. Compaq wants to become the workstation supplier to large corporations. Intel and Digital made a strategic trade. DEC still designs the Alpha but no longer manufactures it. Intel got DEC's Chip Manufacturing facility and now manufactures Alpha chips. They are trading some design technology. I think some amount of money changed hands towards DEC. The chip (workstation) design market has virtually become a contest between the two companies with the enormous financing and design abilities to finance and build billion dollar chip founderies. IBM PPC and Intel Merced. Compac/Dec won't be able to keep up, and neither will SGI Mips. Motorola wants to compete in the embedded chip arena. The UNIX market has solidified around the Merced chip. Smaller UNIX vendors are forming alliances with larger UNIX vendors Sun, HP, SGI, BSD. This makes Apple (Rhapsody) more important to IBM which must continue to support PPC because its server computers use the PPC (AS-400/proprietary, RS-6000/AIX). Older DEC customers will probably be supported but encouraged to migrate to newer NT Client/Server. Compaq also bought Tandem for its high end (Mainframe/Storage) expertise. Compaq wants to compete as a full service supplier. Its Competition are IBM and EMC which is a fascinating company that supplies scaleable database hardware/software solutions for giant corporations. (EMC has a strategic relationship with another interesting company BMC.) Because giant companies frequently buy smaller companies, they also buy different computer systems. So, for example, CBS has a mainframe in NYC, and an AS-400 server in Hollywood, linked and networked to NT systems all over LA, and NY with Oracle, Sybase, Informix, Powerbuilder, blah blah blah. Need room for more and more data? Buy some cheap Intel servers and lots of hard drives, and plug them into the system. EMC solves data transfers between all this stuff. Since EMC systems sit right between the processors and the data, they control ... the world! Doren