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To: Francis Chow who wrote (5748)	4/23/1998 9:38:00 PM
From: Francis Chow	Respond to of 6843

Dow Jones Newswires -- April 23, 1998 FTC Clears Intel Buy of Digital Equip Chip Assets WASHINGTON (Dow Jones)--The Federal Trade Commission cleared Intel Corp.'s (INTC) proposed acquisition of Digital Equipment Corp.'s (DEC) microprocessor assets, provided Digital licenses its Alpha chip technology to other companies. The FTC said the sale, as originally contemplated, would have threatened competition by placing production of the Alpha technology solely in the hands of Digital's main competitor - Intel. That could have endangered the continuing and future development of the Alpha chip, regarded by many as the fastest microprocessor in the world. Under a proposed settlement, those concerns would be resolved by requiring that Digital license Alpha technology to Advanced Micro Devices Inc. (AMD), Samsung Electronics Co., or another FTC-approved company, the commission said.

To: Francis Chow who wrote (5748)	4/23/1998 11:01:00 PM
From: Bill Jackson	Respond to of 6843

CPQ resumed production at a far lower rate, after getting channel choke. A serious situation as it also means some of the coked channels will go broke and this will impinge on them this summer. Bit by bit the entire distribution system is losing a full tier. The direct model, like Dells is increasingly becoming mandatory. This means a collapse of thousands of small retailers of boxes who will no longer have the solace of software and accessory sales(with high margins and never return) as the Dell competitors try to match the price and have quaint local retailers(and their 'service') and a fe wpoints go away, and then some more, and then the supplier goes direct, and the retailer....poof!! Vars will survive and do well, and soon Dellvars will appear to compete at that level.(unless Dell does that inhouse). The increase in zero sales tax web sales coupled with very fast delivery as well as low prices will suck the life out of those small dealers. The big ones will be hard pressed as they have tiers of costs as well as ponderousness. They are a month behind on hard drive prices because they have a supply chain 1 month deep. Screwdriver shops will persist as they are immediately responsive to price drops and in fact lead the way in pricing. Bill