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Politics : Formerly About Applied Materials
AMAT 268.87+4.6%Jan 2 9:30 AM EST
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To: davesd who wrote (13237)12/14/1997 6:01:00 PM
From: Lee Penick   of 70976
 
Dave,

Re - "...I see no reason why you think the Merced chip will create any new significant markets that will kick start the technology sector....and hence the semi industry. INTC is having enough problems trying to convience the world that they need the PII chip."

I don't think this is the correct interpretation of Merced, at all.
If this area interests you or effects your investment decisions, you may wish to look at Paul Engels posts on the Intel thread.

Briefly, 20 mil transistors, X86 and risk ability, epic circuits for parallel processing, 64 bit IA, and begins to do battle with some of IBMs equipment. A large industry consortium is already built and it is nearly 2 years away. Also plans to be built at .18 micron which has equipment sales implications.

good luck,

Lee
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