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To: stock bull who wrote (45470)	5/30/1998 2:29:00 PM
From: gc	Respond to of 176387

Basically I view this as a non-event to DELL.

To: stock bull who wrote (45470)	5/30/1998 5:06:00 PM
From: Logos	Read Replies (1) \| Respond to of 176387

RE: <<The competition to the Merced is Dec's Alpha processor... If the Alpha is dropped by CPQ/DEC, this leaves Intel as the only player in town...the delay of 6 to 12 months of the Merced chip.>> Hi stock bull, A few quibbles: How are you defining the market for Merced and Alpha? Alpha is currently the only non-Intel chips that runs NT natively, but if you include Unix in the market, then all kinds of nifty chips from IBM, Sun, HP,... would need to be included. Also, I thought Merced's delay was 6 months? When was the 12 month figure announced? Or maybe we just are thinking of different starting dates. Cheers! Haz