Intel: INTC versus AMD and other chip makers Message Board

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Technology Stocks : Intel: INTC versus AMD and other chip makers

INTC 41.53

+5.0%

Oct 28 9:30 AM EDT

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To: Tony Viola who wrote (19)	3/10/1997 5:57:00 PM
From: Brian Malloy	of 43

Read a little article about the MERCED chip over on the MSFT/NSCP boards. (t-24 months and counting) It looks as if we were underestimating what INTEL would be comming out with. This looks like it is going to be a rather major increase in clock speed - not just some incremental increase. Judging from the potential production cost of only $100, I would think that gross margins can easily stay at 60% and probably be even greater. news.com Brian Malloy

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