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To: Tony Viola who wrote (20726)	11/26/1999 1:04:00 AM
From: Jock Hutchinson	Respond to of 25814

I would bet pretty confidently that is the case. Show me the facts.

To: Tony Viola who wrote (20726)	11/27/1999 11:12:00 AM
From: Jock Hutchinson	Respond to of 25814

But this assumes that the total of the two PIII and PIII Xeon is up to expectations, and I don't see that being the case. To the contrary, it appears that the Xeon PIII chips are being canabalized. On a related topic. Do you see any potential threat to McKinley from the Russian chip mentioned in the accompanying article. news.cnet.com Russian chip design may top Intel's fastest By Reuters Special to CNET News.com November 24, 1999, 4:35 p.m. PT British investment bank Robert Flemings today said it hopes to nail down funding by the middle of next year for Russian computer engineers who say they have developed a microprocessor that beats anything in the West. The engineers, who developed computers operating Soviet missile defenses, say their E2K chip runs several times faster than a chip in development by Intel and could roll off assembly lines in three years if they can secure funding. But the Russian team, Elbrus International, has not made an E2K chip yet, but only designed and run simulations. Elbrus Quote Snapshot INTC 80.25 -1.94 Enter symbol: · Symbol Lookup More from CNET Investor Quotes delayed 20+ minutes engineers say their chip, based on ones developed by the same team for the Soviet Union's military, will be fast and cheap, though a factory might cost well over a billion dollars to build. Flemings is looking to attract at least the $60 million needed to finish engineering and develop prototype chips. So far the Elbrus team has used its own money from other work to develop the chip. "Ideally you would expect the deal to crystallize somewhere in the middle of next year," Vladimir Zamai, associate director of investment banking at Flemings's Moscow unit, Fleming UCB, told reporters after a news conference. "You are talking about a company that could have market capital of billions of dollars with this kind of IP [intellectual property]," said UCB Fleming investment banking Director Alexei Matveyev. "In two or three years--it is quite realistic." Elbrus has been looking for funding for at least a year. Initial suspicion eased after a February article in trade journal Microprocessor Report, which said Elbrus's estimates for the E2K chip were faster than Microprocessor Report's estimate for Intel's Itanium chip, now in development. But it said the E2K had not been completely tested. The E2K is based on a type of parallel processing which breaks down tasks, a method widely used in Soviet defense computers. "Of course there is a stereotype now that if something is not begun in America, it is not real," lead engineer Boris Babayan told reporters. "The second problem is that the market is so strongly monopolized." Elbrus does software work for Sun Microsystems, which has declined to finance the chip. Patents for the chip are held by Cayman Islands-based Elbrus International, which in turn is held by Cayman-based Elbrus Services, controlled by the Russian engineers. Flemings said the company took the decision to register offshore because of poor intellectual property protection under Russian law. Story Copyright © 1999 Reuters Limited. All rights reserved.