Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Sonny McWilliams who wrote (47704)	2/12/1998 3:26:00 PM
From: IncredibleHult	Respond to of 186894

This from the GS conference. Gordon Casey, Investor Relations of Intel (INTL - PL), outlined the company's strategy for 1998, including transitioning demand to Pentium II, transitioning towards 0.25 Micron capability, and extending the multimedia capabilities of the personal computers. He said that there were no changes to the guidance and that the four weeks since the conference call have tracked expectations.

To: Sonny McWilliams who wrote (47704)	2/12/1998 3:32:00 PM
From: greenspirit	Read Replies (1) \| Respond to of 186894

Hi Sonny, Article...What will become of the Alpha? February 12, 1998 Network World via Individual Inc. : The fate of Digital Equipment Corp.'s high-end Alpha processor hangs in the balance as a result of Compaq Computer Corp.'s plan to acquire Digital, according to analysts. Compaq could throw its weight behind Alpha and use the 64-bit chip to build high-end workstations and enterprise servers. This would drive development of compatible software and breathe life into the beleaguered chip. Alternatively, Compaq could phase out Alpha production altogether and instead build high-end machines using Intel Corp.'s forthcoming 64-bit chip design, code-named Merced, analysts said. Or, the PC vendor could work with a combination of both processors. ''Compaq probably isn't sure itself what they're going to do [with Alpha] yet, but there certainly isn't a termination order in place. Around the turn of the century, everyone and his brother is going to use Merced, and it might be nice to have an architecture that will differentiate you from the pack,'' said Terry Shannon, editor of ''Shannon Knows DEC,'' a newsletter in Ashland, Mass. ______________________________________________________________________ Any speculation? Could they be using Alpha to gain a little maneuvering room with Intel on prices from Merced? We know how Compaq hates to depend on Intel alone for their chips. Or could they be actually trying to compete with Intel in the chip business? I wonder what fabs would be used to make the alpha in the event they really wanted to compete with Intel, and how much capacity is available? Michael