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

To: DownSouth who wrote (46601)	2/1/1999 7:02:00 PM
From: Jeng Chiu	Read Replies (2) \| Respond to of 97611

All this negative talk is making me feel better about CPQ. April should be good to us if we don't get killed before then.

To: DownSouth who wrote (46601)	2/1/1999 7:44:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 97611

Yeah, I'll make a comment. Engel will bad mouth anything remotely negative to Intel. Case closed. Jim

To: DownSouth who wrote (46601)	2/1/1999 11:50:00 PM
From: Rob Young	Read Replies (2) \| Respond to of 97611

>Note that DEC/Compaq have released the Alpha 21264 at 500 MHz - >SLOWER THAN THE 600 MHz of its predecessor - the 21164. A bad sign ! Maybe because Paul doesn't really know. Samsung has 600 MHz 21264 for sale today: alpha-processor.com See the 21264-600CN at the bottom of the page. Now granted, they may be having problems binning these suckers out and so you won't see a high yield at 600 MHz. Cost will be a big clue. However, they will be going to .25 micron VERY soon and you will see a much higher yield. 800 MHz will then be the design center and 600 MHz will be cheap as candy (well almost). At least the Register says cheaper comin' soon: theregister.co.uk "The 800MHz processors are, however, likely to fall to below $250 when the .25 micron processor ramps up later this year, although the source said that price was by no means certain because the suppliers "charge what the market will bear". They had to start in .35 but will quickly shift to .25 and by year-end or early next year introduce .18 micron copper. This will be a very exciting and fast ramp. The workstation (XP1000) is a single processor workstation... yet Samsung sells dual-processor boards and dcginc.com is offering a box today with 2 processors. There is a lot of dynamics going on and the marketing has only begun. I expect to see these prices decline dramatically before year-end. We shall see. Rapid fire Alpha cannons across Intel's bow with K7 lurking for a New Year's party with nary a Merced in sight! Rob