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To: Paul Engel who wrote (66584)	10/14/1998 2:56:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Paul, NSM is banking on a brand new 0.18 micron process in a brand new fab and a brand new very complex circuit design. They have TWO VERY COMPLEX things (Design and Process) that have to work flawlessly TOGETHER By the time it is supposed to ship Q1 00 the earliest, they should have at least a year and half of experience running the fab and about 9 months of running .18 live. You do have a brand new design, but enough time to get it out. I think year 2000 is late, that's the biggest problem. The chip would do well at 400 to 450 MHz in 2H99. Joe

To: Paul Engel who wrote (66584)	10/14/1998 5:42:00 AM
From: stak	Read Replies (3) \| Respond to of 186894

Paul, >>NSM is banking on a brand new 0.18 micron process in a brand new fab and a brand new very complex circuit design. They have TWO VERY COMPLEX things (Design and Process) that have to work flawlessly TOGETHER. I'm afraid the odds of this happening are not very good. << Is the Merced going to be built in a brand new fab? and a brand new very complex circuit design. Now how about adding in totally unproven O/S's on the IA-64 to come out in 200? And non-proven IA-64 applications on top of that. What's the odds of Merced being any kind of commercial success before McKinley comes to save the day? Is the Merced going to be built in a brand new fab? and a brand new very complex circuit design I'm afraid the odds of this happening are not very good?!?