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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: AlienTech who wrote (7160)	4/6/1998 12:52:00 AM
From: Crossy	Respond to of 120523

AT, compaq won't need NSM - it already got DEC and an indirect link thru AMD. But for compaq they would need time to forge a strategy and another lag to get to the market with products. Also I'd rather think about CPQ buying out AMD, not NSM - simply because of the licensing agreement AMD forged with CPQ (remember the upcoming K7 should use the EVB-bus scheme devised for the DEC Alpha). ALso, CPQ is busy with problems of their own right now: channel stuffing, integration of DEC, distribution streamlining, even direct sales & build to order schemes (BTO). So don't count of them to be as swift executing external strategies in current times. My conclusion: if INTC will be able to crank out their Slot-2 Deschutes in JULY and also be able to deliver the 8way SMP 450NX chipset solution, then they will steal the highend server market (databse servers & the like) from the RISC turf. CPQ's or others* play could be timed after that. That means, IMHO that INTC has a 15 month window of opportunity AT LEAST. I really think here's Schumpeter's pioneer scheme at work. INTC fits well here. The theory of "creative destruction". Current victim: the RISC camp except HP. Think of Unisys, SGI, SUN to be under real pressure.. best wishes CROSSY