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To: stock bull who wrote (45524)	5/31/1998 4:58:00 AM
From: Logos	Read Replies (2) \| Respond to of 176387

I had looked at this whole Merced issue while working on a project for my company. The original release was supposed to be around mid-1999, but I found that everyone who knew anything knew it would be delayed. I assumed they would manage to ship it by late 1999, but I guess not. The new ship date is mid-2000, no month specified. By the way, the debut MHZ keeps going up with each delay. It was originally 600 MHZ for mid-1999, 700 for late 1999, now 800 MHZ for mid-2000. I should have guessed something big was up when I kept stumbling across stories on how IBM, Sun, and even HP were hedging their Merced bets by ramping up chip R&D. They must have known 1999 was not going to happen. I've come across stories saying this hurts SUN (CNNFN), I say baloney, this is great for Sun. Yeah they're porting Solaris to Merced, but they would much rather have Solaris on Ultra Sparc (I think Sun's current position is that Solaris on Merced was for other users of Merced, not Sun). I wonder if Sun's stock will be impacted on Monday. The company that is really impacted by Merced's delay is Compaq. NT 5.0 on Merced was going to be a great thing for them, allow them to start selling real enterprise servers. Now, it's oops time. What do they do with their Alpha technology? Microsoft as well must be rather unhappy at the widening window between when NT 5.0 ships and when Merced ships. Haz