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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (50476)	3/11/1998 12:37:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Paul, So, name some good software companies that will benefit from MERCED... On second thought, how about some good hardware companies that will benefit from MERCED. Anything peculiar to a MERCED system that would bring an ancillary company to the forefront? Jim

To: Paul Engel who wrote (50476)	3/11/1998 3:58:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 186894

yes you are right again... The IA-64 architecture [I think that's what it's called] is as big a break that the 386 was, maybe bigger. 64-Bit processing, with reverse compatibility, in software I think for the x86 architecture right ? A Huge cash cow, eagerly awaited by all the major players,and with the longest list of partners in the industry. Leveraging HP's knowledge in the PA-RISC area was a gutsy, intelligent move by Intel.I was deeply impressed. Let AMD/NSN-Cyrix fight it out, at major losses I might add, in the no profit home market. Servers and MicroFrames [Massively Parallel 8x, 10x, 20x Merced Superservers is where the money will be...] I just hope Intel can continue to make a good, increasing profit with the pressures it has had over the last 6 months with the "sub-1000" PC. Else my intel stock will go nowhere until MERCED starts shipping, and only when for 6 months or so will we see any real profits. Thank god Intel has Slot 1, and Slot 2 and that AMD/Cyrix must reverse engineer and try to clone it.. Let me know what you think Jean