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

To: Craig M. Newmark who wrote (52081)	4/4/1998 9:31:00 PM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 186894

Craig, can you give the jist of the article? Pat

To: Craig M. Newmark who wrote (52081)	4/4/1998 10:21:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Craig - Re: John Markhoff - NYTimes - Merced Article. Thanks for the URL! John Markhoff is one of, if not THE, best technology journalists around and I thought the article was well researched and well written. The parallels with iAPX 432 are quite appropriate - but Markhoff didn't discuss the "8086" parallel to the Merced. Intel is really hedging its bets with the upcoming Katmai and the further out Willamette. Essentially, Intel is protecting its "x86 flanks" while launching a new "front" with the Merced. Should the Merced be a flop, Intel will still keep ahead of the "Clones R Us" crowd (c P.R Engel) with the Katmai and Willamette processors and their own progeny. The performance of these chips will also keep pace with Alpha, PowerPC and Sun Sparc developments so Intel will not leave itself hanging out in the wind. A minor point that Markhoff didn't "verbalize" - Intel's failure with the iAPX 432 and their deeply ingrained x86 success - HAS NOT DETERRED INTEL from making ANOTHER gamble - maybe THE GAMBLE of the CENTURY - and putting a major effort into a brand new architecture. In other words, Intel is not allowing a past failure to prevent it from seeking new successes in areas outside of its current area of expertise. Intel is making the GAMBLE - PUBLICLY, VERY PUBLICLY, I might add! Moving on...Markhoff, nor any other analyst or journalist, has discussed the UPSIDE prospects for Intel if the Merced turns out to be the CPU architectural success story of the early 21st century. Should the silicon, and its architectural concepts, provide the breakthroughs in performance and scalability that Intel and HP hope for, and the process technology of Intel permits its large volume production, the technological and financial gains that may fall to Intel could be absolutely staggering! It may be the like discovering GOLD in California (AGAIN !) in 1849, except that ONLY Intel (and HP) will own the rights to mine and sell that gold. Think of these implications! Paul