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Technology Stocks : Intel Corporation (INTC)

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Nov 21 9:30 AM EST

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To: Joe NYC who wrote (109020)	8/31/2000 1:04:03 AM
From: Rob Young	Read Replies (1) of 186894

Jozef, " At this point, with Merced pushed to Q1 2001 and with McKinnley scheduled for Q3 2001, wouldn't it make sense to just scrap Merced? Instead of calling it a product, why to not continue to call it a pilot and sell it very cheaply to developers / OEMs in order to build support for McKinnley?" This very topic has been kicked around in another forum. You won't see it "scrapped" at all. It would expose their flank to a host of lawsuits , many from their own partners. What they will do (if they do indeed take this tact) is they will push it out another quarter and another... never officially killing it and always presenting it as "just around the corner." That was a good read of the situation in my opinion. Personally? I don't see it doing well at all. The OSes are still struggling along , will they be "ready" for pilot? Don't know. The compilers? VERY raw indeed from what I gather, I don't see them being well at all. That is my cursory read... hey maybe they somehow get much better in 3 months. We shall see! Rob

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