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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 3:59 PM EST
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To: Joey Smith who wrote (45658)1/15/1998 1:22:00 PM
From: P.T.Burnem  Read Replies (1) of 186894
 
PT, yeah, Q198 will be a tough year to year comparison, but after that comparisons will get much easier and I think we'll start seeing earnings acceleration again.

Due to what? x86 margins will almost certainly remain under pressure from NSM, AMD and IDTI.

Merced? Given that VLIW is even more compiler-oriented than RISC, I am not convinced that Merced+x86 interpreter will significantly outperform competing RISC-based x86 designs. Nor do I expect SUNW to ship enough of native Merced-based boxes to have a noticeable effect on Intel's margins.

PTB
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