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Technology Stocks : Intel Corporation (INTC)

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To: Beachbumm who wrote (49527)	3/4/1998 11:20:00 PM
From: Barry A. Watzman	Read Replies (2) of 186894

Merced is not playing catch up, Alpha is not competition. The issue is not raw CPU performance, it is compatability with the installed base and ongoing industry-wide support. Alpha is already dead, and it will an upset if Merced does not kill Sparc within 3-5 years of introduction.

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