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To: BillyG who wrote (17888)	5/29/1998 10:31:00 PM
From: FJB	Read Replies (2) \| Respond to of 25960

I would guess that the software part of the equation is the problem. Writing compilers that take full advantage of the EPIC architecture is no mean feat. Although the Pentium has been out for five or six years, there are probably no compilers that fully exploit its superscalar architecture. I wouldn't worry too much about the delay. It means Intel will have to crank up the clock speed of the PII in the interim and you know the best way to do that - go to more aggressive processes. Bob Bulls only down 3 at the half.

To: BillyG who wrote (17888)	5/29/1998 10:51:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 25960

Billy, could it be that the delay is simply because no one is breathing down their neck with a competitive product, and thus they can afford to "milk" the existing product line for another year? Zeev

To: BillyG who wrote (17888)	5/30/1998 12:27:00 AM
From: Mr. Aloha	Read Replies (2) \| Respond to of 25960

Merced, the 64-bit processor from Intel, will be delayed about six months. The timetable for volume production has been pushed back from 1999 to the middle of the year 2000. One comforting footnote for Intel investors: The delay appears to be the result of a manufacturing problem, rather than a flaw in the chip's design, according to analysts. "Manufacturing problem"? Perhaps they realized the lines weren't small enough when they went to create their first sample. :-) Aloha

To: BillyG who wrote (17888)	5/30/1998 3:23:00 PM
From: pat mudge	Respond to of 25960

Billy -- I'm certain we've all read every Intel article we can find, but for those who haven't (perhaps returning from another planet), here's an interview with Barrett: <<< IntelCEO says still has winner with Merced Reuters Story - May 29, 1998 18:19 SAN FRANCISCO, May 29 (Reuters) - Intel Corp. chief executive Craig Barrett said the chip giant is disappointed with the six-month delay of its next generation processor, code-named Merced, but said the chip is still a "real winner." He also emphasized that the delay is not a design issue and it should not have a big impact on its competitive advantage. "If I were to label the issue, it's one of program management and getting all the bits and pieces pulled together in the right order," Barrett said in a telephone interview. "We are still very hot on the technology...I don't think a 6-month slip is a major impact from a product standpoint." Barrett pointed out that Merced is only the first in a line of at least three procesors and that the other two follow-on chips have not slipped in their schedules. "This was a second half 1999 deal and even then it was a product introduction so the revenue is going to be a small piece of the Intel total revenue at that time frame," he said. In the near-term, he said Intel will continue to roll out 32-bit Pentium II processors and its Xeon chips for servers. "We have a whole series of products that are coming out until Merced comes out," Barrett said, adding that its 32-bit products will be sold in parallel with Merced for some time. "You will see 32-bit and 64-bit products in parallel for five to 10 years," he said. "If you look at the desktop market...By the time you get 64-bit applications on the desktop for the sort of things we do in our home, it will be some time before we get into that space." Barrett said that most of the computer maker customers who were informed by Intel were absorbing the news into their business models, but that he has not talked to any of them in enough detail to discuss their reaction to Intel's news. "You will always see a variety of response (from the computer makers)," he said. Barrett said the pushout has nothing to do with Intel's announcement last month of its plans to cut 3,000 jobs, mostly through attrition and some layoffs, adding that this project with Hewlett-Packard is not one that it would cut staff from. "It's a big deal anytime our programs slip," Barrett said. "It's unfortunate...We are still very excited about Merced technology. We are still very happy with the acceptance and the general acceptance in the marketplace.">>>