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To: Richard Habib who wrote (14225)	6/2/1998 1:34:00 AM
From: Eric Yang	Read Replies (1) \| Respond to of 213177

Very true. Merced (if successfully produced) will be targeted for high-end and server applications. It seems that a lot of people don't understand this fact...including "some" analysts. Here is one example. This is an analyst talking about the impact of the Merced news on Yahoo and other internet stocks, which took a tumble today. Apparently he thinks that the delay of Merced may hamper sale of low-price PC...I'm sure the fact that internet stocks are so overvalued has nothing to do with it...hehe >>William Blair analyst Abhishek Gami agreed overall market volatility appeared to be a big factor, but suggested the news of the delay of Intel Corp's (INTC - news) next generation chip might also be causing some concern among Internet stock investors. ''If this (Intel's delay) hampers the sale of low-priced PCs, then in some investors' eyes, it reduces the ability for Internet companies to grow their businesses,'' Gami said.<< biz.yahoo.com I'm adding this analyst's name to my little black book...next to Megan Graham-Hackett of S&P. BTW, Megan reiterated her accumulate rating on INTC. Hmm...INTC, CPQ and HWP...Megan and S&P really know how to pick some winners. Talk about contrarian indicators. The minute Megan reverses her "strong sell" on AAPL, I would be a little worried. ;-) Eric

To: Richard Habib who wrote (14225)	6/2/1998 11:51:00 AM
From: Alomex	Read Replies (1) \| Respond to of 213177

Boy I get tired of posting this. Merced is for $20K+ machines. In the same sense that the P6 was for high end, 20K+ machines. Merced will be released initially for high end machines but it is expected to move into the lower end within two-three years of release. Merced is to debut at about 600 Mhz 64bit. Apple doesn't have anything to compare with this. Wow, wow hold on a second. By the time Merced is released in mid-2000 there will be Power PC processors running at 600-700Mhz. I can guarantee you that. Merced is simply the Intel-HP entry into this market and is significant because Intel has never played here before. If you read the early press releases from Intel, Merced is meant to replace the x86 architecture, in fact its original name was P7. This is the main reason why x86 compatibility was of such importance (and a cause of large delays in production). Now Intel is spin doctoring its latest delays on shipping dates. But anyone can see through those...