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Technology Stocks : Intel Corporation (INTC)

INTC 34.46

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3:55 PM EST

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To: Yaacov who wrote (102892)	4/25/2000 11:06:00 AM
From: Joe NYC	Read Replies (1) of 186894

Yaacov, I hope someone will correct me if I am wrong, but I think Merced is more a proof of a concept than a chip that will contribute significantly to the bottom line. The follow up product will be McKinley, which may make a fortune for Intel if the Merced architecture (IA-64) catches on. But in the meantime, Intel will release Cascades, which is the server version of Coppermine with larger L2 cache (> 256KB). This chip happens to be MIA at the moment, but I have seen posts that it will arrive this quarter. The next volume server product in the IA-32 line will be Foster, which should be released shortly after Willamette, or I guess in Q4 2000 or Q1 2001. This promises to be a very good product. Joe

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