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Technology Stocks : Intel Corporation (INTC)

INTC 34.32

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To: Jules B. Garfunkel who wrote (56621)	6/2/1998 10:53:00 AM
From: rudedog	Read Replies (1) of 186894

Jules - I think Paul is talking more about 'the straw that broke the camel's back'. I don't know a lot about Intel's internal issues but I know that the complex job of determining what partner support will be available on what date has also been moving more slowly than Intel wants. Issues like what modes will be supported. IA32 native and IA64 native are certain, but what about mixed modes like merced-native 32 bit in a 64 bit environment? Software partners are taking longer to come to terms with these issues than originally anticipated. Also the resolution of the FTC issues around the DEC Alpha deal may have played a role. If Alpha provides a viable development platform for much of the 64 bit transition work, then it becomes a little less important to have prototype Merced systems available early to drive the transition to 64 bit capable software. Intel may also have a better idea of where CPQ and MSFT intend to go with Alpha and Merced in the overall 64 bit picture, which again may have changed some of the weighting in the decision matrix. So then the issues around the internal capability to assure quality take on a new importance. It becomes a lot more important to have a quality design than to get to market early. I also believe that the process improvements which would have driven higher clock rates and improved speed will continue on the same calendar as before, so that the later portions of the Merced / McKinley product curve will not be delayed in performance terms, Paul can correct me if I'm wrong. If this is true than Intel really only gives up the very low volume front end of the curve, with no change to the later uptake in the market. Based on this, I tend to agree with you, this was probably a smart decision, and sooner or later the market will figure that out.

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