SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (61937)8/6/1998 2:38:00 PM
From: Dale J.  Read Replies (1) | Respond to of 186894
 
Ibexx, I agree. Dale



To: Ibexx who wrote (61937)8/6/1998 3:01:00 PM
From: Joey Smith  Respond to of 186894
 
re:I always felt Intel's decision to delay Merced was a strategic move, rather than one resulting from technical difficulties. The picture becomes clearer everyday.

Exactly. Intel pushing Merced in mid-late 1999 would probably mean a a cancellation of 32-bit processor orders until 64-bit Merced was ready. Very uncertain revenue stream as a result. Now, the choice is clear: XEON and all its variants for the next 2 years. Much more certain revenue stream, and from the looks of initial orders, very profitable revenue stream.

joey



To: Ibexx who wrote (61937)8/6/1998 4:17:00 PM
From: Yousef  Read Replies (2) | Respond to of 186894
 
Ibexx,

Re: "I always felt Intel's decision to delay Merced was a strategic move, rather
than one resulting from technical difficulties."

I respectfully disagree ... Technical reason on the design side have
forced this delay. The sooner that Intel can get out Merced/McKinley, the
sooner that HP, IBM, SGI, Compaq, ... will stop pursuing their own
RISC processors. Intel needs to move into the "high-end" Enterprise
Server market ... I'm not convinced that Xeon will do that for Intel.

BTW, the way I read the earlier "link" that I posted regarding Merced ... indicates
that Merced might never come out. This is much different than a six
month delay.

Yousef



To: Ibexx who wrote (61937)8/6/1998 4:59:00 PM
From: dumbmoney  Read Replies (1) | Respond to of 186894
 
I always felt Intel's decision to delay Merced was a strategic move, rather than one resulting from technical difficulties.

No way, Intel doesn't work like that. The delay means that the first IA64 implementation is probably not going to be a performance leader. This is a big disappointment.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News