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To: stak who wrote (66595)	10/14/1998 6:22:00 AM
From: Pigboy	Read Replies (1) \| Respond to of 186894

stak << I'm afraid the odds of this happening are not very good?!? >> Interesting point, but let's look at Track record and LEADERSHIP at the helm. One company (Intel) says a lot of things AND delivers. Two others (AMD and Cyric/NSM) have said a lot of things and they consistently fail to deliver much of a dent into the Intel's adamantium shield. Why is that? This is not banging the drum, is it? all imho pigboy

To: stak who wrote (66595)	10/14/1998 12:02:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Stak - Re: " Is the Merced going to be built in a brand new fab?" Merced will most likely be built initially in Intel's D1B Development fab which has been operational for several years and is the development site for P858, Intel's 0.18 micron process. FAB 18 - which WILL BE a new fab in Israel, should be up and running on a 0.18 micron process in Q1/Q2 1999. Look back to Intel's Process history as it transitioned from 0.8 to 0.6 to 0.35 to 0.25 micron processes for their near flawless execution of process transitions. Ditto Intel's success in bringing on-line BRAND NEW Fabs with excellent yields right out of the chute - Fab 11, Fab 12 and Fab 14 are perfectly good examples of this all of which have come on line in the past 3 years or less. These successes have enabled Intel to grow from $15 Billion to $26 Billion in revenue during that time frame, knocking down QUARTERLY PROFITS in excess of a BILLION DOLLARS over most of this time frame. Re: "I'm afraid the odds of this happening are not very good?!?" I'll take those odds - and win. I know a few people who work on the Intel process development team and a few people working on the Merced project. These guys are winners - bright, smart, hard working and confident and dedicated. Don't sell them short - unless you like being poor. Paul

To: stak who wrote (66595)	10/14/1998 12:56:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Stak - Read what HP Thinks about Intel's Chances for a Merced Success HP sure thinks Intel will get the Merced out without too much trouble. They are already planning their Server Products around the Merced. Paul {=============================} biz.yahoo.com Monday October 12, 11:02 am Eastern Time Company Press Release HP To Integrate Intel's Merced Processor Technology Into Next-generation HP NetServer Systems Co-developer Experience to Give HP Product Family Performance and Uptime Edge with IA-64 SAN JOSE, Calif.--(BUSINESS WIRE)--Oct. 12, 1998-- Hewlett-Packard Company today announced that it will integrate Intel's Merced processor technology into its next-generation HP NetServer products and that it will leverage its experience as a co-developer of the IA-64 instruction set to extend the performance and uptime of HP NetServer systems. The announcement was made from Microprocessor Forum and Embedded Processor Forum, taking place here this week. ''HP's co-development with Intel of the IA-64 instruction set helps provide our customers with significant advantages for the future of computing,'' said Maria Cannon, general manager, HP's Enterprise NetServer Division. ''We're not just waiting for Intel to deliver the Merced 'cake'; we worked for five years with Intel to create the recipe.'' Extending performance and high availability for customers, future HP NetServer systems will include key design improvements in CPU bandwidth and I/O systems. The first NetServer systems incorporating the Merced processor chip are slated to be available in mid-2000. HP also will incorporate Intel's next-generation chip, the McKinley, a future IA-64 processor, into upcoming NetServer systems. HP Roadmap for Customer Flexibility HP's technology roadmap for next-generation products and services ensures customer flexibility for migrating to IA-64 architecture and the Merced system platform during the next four years. The core technologies of the roadmap for HP's future systems include the microprocessor, systems design, operating systems, compilers and middleware. Multiple HP initiatives focus on ensuring that future IA-64-based systems meet the demanding requirements of enterprise customers and lead the market in performance, scalability, interoperability and reliability. One such program, ''Designing the Future,'' is a comprehensive worldwide partner forum enabling software developers to optimize applications for IA-64 and improve performance for customers. Designing the Future supports a smooth evolution to IA-64-based computing for HP customers while assisting in the development of applications in a mixed Microsoft(R) Windows NT(R) and UNIX(R) system environment. In addition, in May 1998, HP was the first PC server vendor to introduce free upgrade programs to the Merced processor. The HP upgrade and trade-in programs set a new standard of investment protection by offering customers solutions for their current and future investments. Multiplatform Enterprise Environment With IA-64 as the key component, future NetServer systems will bring significant improvements to the enterprise environment, including a common, converging architecture platform and binary compatibility with existing HP-UX(1) and NetServer systems. MPE/iX will also move to IA-64. In addition to a single architecture, other benefits include outstanding performance, increased scalability and backward compatibility. These benefits ensure that customers will not be forced to recompile their existing 32-bit application code and will be able to run current applications unchanged. ''Customers are telling us that they want the simplicity of a single platform despite the fact that their IT environments are heterogeneous,'' said Cannon. ''With IA-64 as the future of HP's enterprise platform, we are positioned to deliver the best performance and highest system uptime to our customers across multiple computing environments.'' HP and Intel jointly created the IA-64 instruction set as the foundation of future high-performance computing. Last year at Microprocessor Forum, HP and Intel introduced EPIC (Explicitly Parallel Instruction Computing) as the key technology for IA-64 computing. EPIC technology enables new levels of compatibility, choice, flexibility and industry-leading performance in enterprise computing. IA-64 architecture provides the core of HP's future NetServer roadmap. About HP Hewlett-Packard Company is a leading global provider of computing, Internet and intranet solutions, services, communications products and measurement solutions, all of which are recognized for excellence in quality and support. HP has 127,200 employees and had revenue of $42.9 billion in its 1997 fiscal year. Information about HP and its products can be found on the World Wide Web at hp.com. (1) HP-UX Release 10.20 and later and HP-UX Release 11.00 and later (in both 32- and 64-bit configurations) on all HP 9000 computers are Open Group UNIX 95 branded products. UNIX is a registered trademark of The Open Group. Microsoft is a U.S. registered trademark of Microsoft Corp. Windows NT is a U.S. registered trademark of Microsoft Corp. Contact: Hewlett-Packard Company Laura Lowell, 408/343-6274 laura_jiminez-lowell@hp.com OR Alexander Communications, Inc. for HP Caroline Rice, 415/923-1660 ext. 130 crice@alexandercom.com