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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

-1.3%

Dec 1 3:59 PM EST

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To: j g cordes who wrote (56349)	5/30/1998 12:34:00 AM
From: Greg Jung	Read Replies (2) of 186894

the most hurt is SGI and HWP not true re SGI! SGI was forced to incorporate Merced into future designs and scrap the MIPS portion of the company, now the MIPS spin-off has another 1 year of life to service the SGI servers and Unix workstations. However, the SGI NT "Visual PC" will have a static design for a while at the processor end, but they could be a big hit anyway without the other bottlenecks. Buyers of servers can no longer wait for Merced to get a 64-bit architecture, especially if they were going to a Unix system only. HWP can provide nothing new, SGI strategy has been to incorporate MIPS until Merced was ready. I think this also may breathe new life into the low-end competitors, Intel only has the P-II and whatever mutants it cares to invent. They can only outpace the competition by further reducing the cost of production and maybe put it in a smaller/cooler box. Compaq's Alpha is now the stand-alone top line NT workstation box. 64-bit NT will probably be delayed further, however, so it wouldn't even be there when Merced rolls out. Also the Motorolla processors (if Motorola can make them in quantity) can have another run. Greg

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