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Strategies & Market Trends : Tech Stock Options

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To: Kevin who wrote (31970)	12/26/1997 10:15:00 AM
From: j g cordes	Read Replies (2) of 58727

INTC.. some thoughts. The next generation cpu from Intel is code named Merced (.. not sure why possibly a Mercedes in silicon). Anyway its a 64bit architecture that's getting a number of alliances through NT applications that never existed before. For example HWP has had an early relationship in migrating their own proprietary risc architecture to Merced, SUNW is doing this also though they got a later start. All this is on the dias in 1998-99 time frame. What's interesting to me is that both SUNW and HWP both have their own chips which they seem to be exiting the bussiness of production on to embrace first a dual operating system presense-migration to NT, perhaps to give that up altogehter. SGI is moving in that direction as are others. INTC seems to be in the drivers seat on chip development with NT migration solidifying MSFT/INTC as the brawn with competitors more and more fighting to be applications and integrator vendors. You got it... put your long term money with these two behemoths even as the government struggles to see through their monopolies. Jim

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