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

To: John Koligman who wrote (23589)	3/29/1998 11:32:00 PM
From: George Dvorsky	Read Replies (3) \| Respond to of 97611

RE:<< What do you see once Merced ramps though? Do you think Samsung will provide manufacturing to keep Intel on it's toes? Rudedog mentioned in an earlier post that Intel is required to produce the chip for several years,...>> I haven't heard anything that tells me that Merced will be a factor at all soon. It is vapor silicon as far as I am concerned. After that, as I was reminded last week, it probably will still be slower because of the legacy code it will run (and he speculated the chip may be even later). As for chips from Samsung, they will bust their collective butts to produce the best chip they can. Intel has to fab it with their best process for 7 to 10 years as I remember it, no pressure required. I repeat, if CPQ "pushes" the Alpha, the "users'" applications will 'smoke'.... Speed Kills. Buy Alpha. gd

To: John Koligman who wrote (23589)	3/30/1998 12:02:00 AM
From: Night Writer	Read Replies (2) \| Respond to of 97611

John, Speed Kills. Buy Alpha. I like it! Somebody get this to the CPQ Advertising department. Maybe this is already the ad, I don't follow DEC. Some posters seem to be worried about Intel supporting Alpha. The last time I checked.Intel was in business to made a profit for their shareholders. If Alpha chips are profitable, I think they will roll those babies out of the fab as fast as cpq can sell them. Not only that, but find ways to reduce production expense by increasing the yield. Just started reading Inside Intel. I thought it would put me to sleep but, the first 100 pages were very informative. Itel made chips to customer specs when they started the business. I think they still do. Any correction on this though is welcome. NW