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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Steve Porter who wrote (33242)	6/13/1998 12:09:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1588367

Steve - Re: "CPQ is now HUGE! with teh acquisition of DEC. And they will only get bigger" But first, they will get smaller. They will layoff 15,000 DEC employees and 2,000 Compaq employees right away. I suspect this will not be the only round of layoffs. Re: "Alpha and XEON can coexist (believe it or not). The real interesting stuff will happen when Merced debuts." Alpha has an installed base - at the "near" high end for servers. The market penetration of XEON-based systems must be watched carefully - to see if they complement or displace Alpha servers. As for Merced - Intel is in a race with National to see if the Merced or the Cayenne/PCOAC/MXi/MIII is the latest out the door. Paul