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Technology Stocks : Intel Corporation (INTC)

INTC 48.72

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Jan 14 3:59 PM EST

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To: Steve Porter who wrote (56688)	6/2/1998 4:29:00 PM
From: Adam Nash	Read Replies (1) of 186894

You know, I find in general people seem very ignorant of how hard it is to design a new architecture, let alone a new chip like Merced. IA64 is not just another architecture - they are trying (for better or worse) to really design a more scaleable way of implementing a microprocessor. They may be wrong (personally, I think the PowerPC roadmap is the best I've seen so far. AltiVec is just so much better architecturally than MMX or KNI.) However, once again, does it really matter? From what is leaked in trade mags, Merced looks like a beast, in power consumption and size. Size means poorer yields, and higher cost per die. Heat means more expensive packaging. I would rather Intel be selling Xeons in 1999 than Merceds. And that is going to end up making 1999 better than expected, not worse. 2000 too. By then, producing Xeons will be much cheaper, and they will have taken PII to such a commodity status. I expect by then they'll be some new name to take over for PII. PIII anyone?

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