>re: "won't the anticipation of Merced start to kick in Later in the year as far as stock price and PE growth ???"
Hard to say; all that Intel has said is "1999"; it COULD be December, 1999, in which case no, there will not be any "anticipation" this year. There may not be any anticipation at all, the "Merced Boom" might not come for 6-18 months after first shipment, depending on how the volume ramp up goes (and it could be slow, even disappointing, at first).
Also, I know that no one on this board wants to face this, but it is possible that Merced could BOMB. No, I don't think it will happen, but it's possible, given that it doesn't even exist yet. There could be bugs, disappointing performance, delays, yield problems (remember, it's 0.18 micron), serious delays in operating systems or applications software, or any of a couple dozen other problems that would prevent or delay significant profitability, or even cause reduced profits or a loss.
Don't get me wrong, I THINK that this is going to be the goose that lays the golden egg, but I'm not going to count the chickens before they hatch. It was the more restrained posts, even the pessimists, whose predictions last night about today's events proved to be right. I'm an Intel bull, but I try not to be a blind bull.
Barry Watzman |
