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To: gnuman who wrote (58475)	6/22/1998 5:34:00 PM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

Gene, re:"Sounds like Compaq and MSFT are on Intel's case? Any idea of the impact on Merced?" Thanks for the article - this is an interesting story filled with maneuvers and trial balloons. This type of posturing is typical in this business. Notice there are no material facts. The article is filled with speculations designed to garner customer response. This is how this industry does an opinion poll. It is clear that Eckhard Pfeiffer desires to replace Intel as the industry's influence leader. In his dreams he wants the CPU to be a cheap commodity like all other PC components. Personally I don't think he will succeed and I think he is doing grave injury to Compaq in the attempt. Jeff

To: gnuman who wrote (58475)	6/22/1998 6:08:00 PM
From: Dale J.	Respond to of 186894

Gene, Thanks, that was an interesting article about Alpha. Maybe it should be taken seriously. But the Samsung alliance has got me thinking about the economic aspects of the deal. I just read an article in yesterday's USA Today that stated South Korea declared another 55 companies to be insolvent. The South Korean government has for years meddled in the affairs of its top conglomerates and businesses and now the results are in. Many of the large Korean conglomerates and companies are in serious trouble. Samsung for instance is leveraged to the hilt with a debt so large even the Korean government can't bail them out. Moodys has downgraded Samsung's debt to junk bond status. So now our government is quick to respond by endorsing a 58 Billion bailout package via the IMF, so the likes of Samsung can better compete. Meanwhile the FTC/DOJ trash and hobble Intel with lawsuits. It looks like one way or another the folks in Washington will find a way to throw a monkey wrench at INTC. Dale

To: gnuman who wrote (58475)	6/22/1998 7:15:00 PM
From: SEMIHH	Respond to of 186894

Daejae Chin - a miracle worker.... I'm sure most of the readers here, if not all, have never met Daejae Chin, or know his reputation... FWIW, if Alpha Processors, Inc. comes with a public offering, it will be hugely successful... Merced is a non-issue at present... Also, this is additional evidence of the fact that Compaq is further distancing itself from INTC as a supplier... On the PC front, Compaq has engaged with at least one other supplier for integrated chipsets and plans to view INTC as a processor-only supplier in the future... of course, this is all because INTC refused to support CPQ, even though CPQ is the #1 INTC customer, for now...and BTW, don't be surprised if you see some other high-end computer firms developing new computers around the Alpha MPU... Cheers