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To: William Hunt who wrote (51362)	3/26/1998 10:05:00 PM
From: Paul Engel	Respond to of 186894

Bill - Re: "Has the FTC approved the purchase of the HUDSON chip plant from DEC yet ? " No - the last word that Intel uttered was that the FTC had requested "additional information" from Intel and DEC. April will be 6 months from Oct. 27, 1997 - the day of the DEC-Intel announcement - the usual time for the FTC to pass judgement. However, the FTC has not been doing anything "usual" lately. I would be surprised if the deal is approved by April - June would be my guess. Re: "ALPHA by INTEL locks CPQ/DEC customer's into the conversion when MERCED is available in sufficent quanities to make CPQ a true WINDOW'S 5.0/ MERCED platform in the year 2000 ? " The adoption of Merced will be gated not by the hardware but by the software - particularly the Operating Systems - that become available to run on Merced. The widespread support of Merced seems to indicate it is already being adopted - - mentally at least. However, deployment of Merced servers will be very dependent on the right applications and O/S combinations that are delivered by the software companies. Excellent delivery by Solaris, SAP, HP, SCO will boost the adoption rate. On the flip side, a slow introduction of Merced specific software will result in a slow adoption rate. As for Alpha and DEC, this combination still fulfills a good need in the fast server areas - so as long as customers have no alternatives, Alpha machines will keep selling. Once the Merced alternatives (again, gated by software) become available, only then will Alpha sales begin to ebb. Paul