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Technology Stocks : Digital Equipment Corp. (DEC) -- Ignore unavailable to you. Want to Upgrade?

To: George Dvorsky who wrote (2907)	2/9/1998 9:01:00 PM
From: hpeace	Read Replies (1) \| Respond to of 3276

Congratulations to the thread, DEC is now headed back to 200 like in 1987 with this cpq and dec merger. I know both companies well, I 'm not a cpq-ite that beleives that dec is a step child in this purchase. the synergy in this purchase is going to move dec back to 200 again although it will be under the cpq stk symbol. with the 450 million cash in the deal it will be feb 2000 and DEC will be 200 again adjusted for splits. So, what's wrong with that. by the way, as the street has faith that the dec and cpq deal will happen then dec has alittle more to advnace to get to the purchase parity.

To: George Dvorsky who wrote (2907)	2/9/1998 9:29:00 PM
From: Rob Young	Read Replies (2) \| Respond to of 3276

Maybe a run up on this good news: zdnet.com I have been in my "quiet period." Ha... Anyhow, I think that Alpha is going to be a great success. Here is some idle speculation that I have speculated here-abouts before... I think that Merced may be a bit delayed in that end of 1999 might be rosy. Microsoft on January 28th had a love-in with Digital in San Francisco where they announced a joint development effort to get the kinks out of 64-bit NT. With that, Mr. Gates mentioned 64-bit NT on Alpha first around 1Q99. The machines to run this on are 32 and 64 or more Alpha processors (on the high end, duh). NT on Wildfire in 1999, a full 10-12 months before Merced. Obviously, it is very advantageous for Digital to put in a great effort to get the bugs out FRS. Now, the Samsung stuff is very interesting as Samsung will volume ship a .25 21264 this summer (June 1 is what one fellow has been promised). That will be a very high-performing part and very reasonably priced. Not only will it put tremendous pricing/positioning pressure on Intel with Merced but will be in the market a full year before. .35 micron 21264 is due out at the end of March. Couple that with this quote found in ComputerWorld: "Among the driving forces behind the deal, claimed Bruce Claflin a senior vice president [of sales & marketing] at Digital, was Compaq's interest in Digital's 64-bit Alpha and OpenVMS technologies." Adding another interesting angle is Galaxies (aka OpenVMS technologies). Compaq will own an OS that is headed to the stratosphere. Something they can truly come at IBM with. A general excitement from some quarters in Usenetland about Compaq and VMS. Of course, it is via friends as Digital employees themselves are forced into silence via the "quiet period." Actually, they can't say diddly without risking their jobs. But like any sleuthy person there be clues abounding. By the way, anyone notice the "Alpha is dead" cacophony the last few weeks? Anyone still believe it? By the way again, I mentioned "64-bit NT on Alpha first" over a year ago. Spent a good deal of time trying to convince trade-rag writers of such a scenario. Let me just say, they are a bothersome lot. They don't dare venture outside a tight little Microsoft/Intel mindset. Rather sad at times . . . but expected. Rob P.S. Wow, a spell-checker. It doesn't like my made up words: sleuthy, diddly , etc. I am being punished... I can relate to the Unabomber. Don't worry folks, too distracted by kids and work plus more importantly have a real faith in Christ and wouldn't think about moving to a remote cabin and tinkering with gunpowder because of a stupid spell-checker. Now when the grammar-checker shows up in green, that is different.