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To: Diamond Jim who wrote (40354)	11/14/1997 1:00:00 PM
From: Tony Viola	Respond to of 186894

Jim, thread. I don't think this article has been described here yet. If so, apologies. There was an article in the San Jose Mercury News this past weekend, I think Saturday, about Merced and its perceived future by some analysts. I wasn't on the computer to look for it in the SJMN on line, or I would have URLed it or described it if it wasn't there. Just getting around to it. After going through the standard stuff we've all seen about Merced...64 bit NT and Unix; joint development with HP; Microsoft working on the NT SW; scalability, security, RAS, etc.; Compaq, IBM and everyone else under the Sun (including Sun) announcing support for it; awesome performance, they gave one analyst's prediction. Again, apologize for not having the analyst's name, but he predicted Intel would get up to 31% of the medium to large scale server market by 2001. I think he meant Intel would be selling the CPU chips, chipsets, motherboards, etc. for the servers, not providing turnkey servers. These would be developed by the following companies, plus or minus a few: HP (announced) IBM ditto Compaq ditto Dell ditto DEC ditto Sun maybe Tandem haven't seen but probably Fujitsu announced Unisys ditto Bull ditto NCR ditto Sequent ditto Will be more Dont kill me if I'm wrong on some of these, but the really big companies are in the bag. This is a ton of new business for Intel, because revenues from these 64 bit machines won't replace that of 32 bit ones, rather add to them, at least for some years. I see it as a new ramp of Intel revenues and profits being built on an existing ramp. What do you get when you put a ramp on a ramp? Kind of like an approximation of an exponential curve. All Intel, HP, et al need to do is complete the project. Piece of cake? No way, but you couldn't get a better alliance team than you have working on it. Tony