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

To: Tom M who wrote (23845)4/3/1998 8:59:00 AM
From: rudedog  Respond to of 97611
 
Intel probably wants to hedge their bets with ALpha production, especially since current guestimates of Merced volume are late 99 to mid 2000. But recall the article 2 days ago by DEC exec Harry Copperman stating that DEC has another fab partner lined up for Alpha. I don't think CPQ wants to propose pushing Alpha without a non-intel controlled source of quality chips.



To: Tom M who wrote (23845)4/13/1998 6:35:00 PM
From: George Dvorsky  Respond to of 97611
 
Wow,

I missed the article and missed your note 'till now. Maybe Intel is thinking of going 'fabless' (vvvbg)..

gd


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