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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: ed who wrote (17493)	2/17/1998 9:35:00 AM
From: Clayton	Respond to of 97611

ed, re: Alpha is now in the market (just read the product road map), and it is at least one year earlier than Mercede, and MSFT will get the revenues one year earlier>> The problem is not that Merced is not here yet. The problem is Windows NT is not ready to take advantage of a chip like Alpha or Merced. That is why INTC is hedging their bets by getting practically every one to port their OS to run on Merced, including DEC. If NT 5.0 will be robust enough to run high-end enterprise applications like UNIX does now, it will be all over for SUNW, etc. Of course, they will stick around as an upgrade company like Novell does now. BTW, Alpha would continue to be a niche product just like it is today, unless CPQ kills it. It may be a step or two ahead of INTC processors today, but so is the powerpc chips that runs Apple. Regards, Clayton