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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (28695)	5/31/1998 3:06:00 PM
From: Doug Soon	Read Replies (1) of 132070

Mike, my view is that the Merced chip is vital to the future of INTC and the PC industry in general. I agree with previous comments that there are no compelling reasons to upgrade from a Pentium to a Pentium II and this is hurting the industry big time. Particularly, when Joe Average found out a sub 1K box does pretty much anything. The next wave or silver bullet has to be a 64bit chip. This will spawn the next wave of software and hardware configurations that the buyer "must" have. Big companies with ever growing databases are now demanding to scale upward using products that are best handled with 64 bit technology. The reasons for the delay of Merced has got to be engineering related. I would guess the INTC marketing guys are pleading with engineering to get it done. Until then, HWP looks a little foolish with a shortcoming in their ability to scale and there bets on INTC. SGI looks pretty good if they can capitalize with their already well established 64 bit line. Things are getting interesting. Two cents from the lurker gallery. DS

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