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Technology Stocks : Intel Corporation (INTC)
INTC 40.78+0.7%Dec 10 3:59 PM EST

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To: Paul Engel who wrote (50476)3/11/1998 3:58:00 PM
From: Jean M. Gauthier  Read Replies (1) of 186894
 
yes you are right again...

The IA-64 architecture [I think that's what it's called]
is as big a break that the 386 was, maybe bigger.

64-Bit processing, with reverse compatibility, in software I think for the x86 architecture right ?

A Huge cash cow, eagerly awaited by all the major players,and with the
longest list of partners in the industry.

Leveraging HP's knowledge in the PA-RISC area was a gutsy, intelligent move by Intel.I was deeply impressed.

Let AMD/NSN-Cyrix fight it out, at major losses I might add, in the
no profit home market. Servers and MicroFrames [Massively Parallel
8x, 10x, 20x Merced Superservers is where the money will be...]

I just hope Intel can continue to make a good, increasing profit with the pressures it has had over the last 6 months with the "sub-1000"
PC.

Else my intel stock will go nowhere until MERCED starts shipping, and only when for 6 months or so will we see any real profits.

Thank god Intel has Slot 1, and Slot 2 and that AMD/Cyrix must reverse
engineer and try to clone it..

Let me know what you think

Jean
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