Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rudedog who wrote (26840)	5/31/1998 3:04:00 AM
From: FR1	Read Replies (2) \| Respond to of 97611

Here's something that has always puzzled me and I hope you can answer it: 1) Intel does the fab for Alpha 2) Alpha competes with Intel 3) It seems to me that Intel can simply up the fab cost of the Alpha anytime they feel it is becoming competition. How does DEC/CPQ protect against that? Here is another question I always wondered about: I assume that if Alpha can't establish a substantial market, then one would have to question how wise it is to keep it since there is overhead, advertising, hardware work, etc cost involved. So the question is: Wouldn't you agree that Alpha will have a hard time establishing a broad market since most people would fear getting stuck on a processor with limited software? I mean, if DEC can't make the statement "Anything that runs on Intel will run on Alpha." then the converse can be used in ads "Don't get stuck on a Alpha machine - it can't run everything a Intel machine can." Sorry if these are dumb questions but you seem to be the person to ask. Franz