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To: Steve Porter who wrote (57898)	6/13/1998 5:00:00 PM
From: Dale J.	Respond to of 186894

re: <<The difference between Compaq + Digital and Compaq or Digital alone can not be overstated in my opinion. Compaq has really pulled off a good move here.>> Steve, maybe Cpq will be able to revive Alpha. Digital has superb engineers and Alpha is an excellent chip. But Digital also had terrible management and marketing. They had the same problem with their DLT and high end disks. Excellent products but they couldn't sell them. So they sold the DLT and high end drives to QNTM. QNTM added some marketing might and made a truck load of money especially on the DLT. So maybe cpq can do something with Alpha. I'll have to keep an eye on it. Dale

To: Steve Porter who wrote (57898)	6/14/1998 2:54:00 PM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

Steve, re:"IF (and that's a big if) CPQ plays it's Alpha card correctly they could be the sole 64 bit competition to Intel when Merced comes out" A classic strategic problem for Alpha - You can only get it from DEC-Compaq where as Merced will be offered inside competing servers from dozens of major computer companies (HP, IBM, SGI, NEC, Amdahl, and Compaq, etc.) This is the "Apple" syndrome all over again. Add to that the fact that Compaq's aim was to get the DEC service organization, Alpha isn't their priority. The only way for Alpha to prosper is for Intel to drop the Merced ball. Jeff