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Technology Stocks : Intel Corporation (INTC)

INTC 48.59

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3:59 PM EST

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To: Barry A. Watzman who wrote (49537)	3/5/1998 12:10:00 AM
From: Ali Chen	of 186894

<Merced is not playing catch up, Alpha is not competition.> Merced is not born yet, and it will be born dead, IMHO. Alpha does exist NOW, so it is a really foolish statement: not yet born baby is competing with a mature product. Ha. <The issue is not raw CPU performance, it is compatability with the installed base and ongoing industry-wide support.> I somehow do not recall any shrink-wrapped Merced application in local shops yet. If you mean the dual-instruction capabilities, then do not make me laugh. The Merced is a coffin for Intel, it is obvious for any CS. iAPX432 story will repeat itself, bookmark this post.

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