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To: Jules B. Garfunkel who wrote (66668)10/14/1998 7:54:00 PM
From: Scumbria  Respond to of 186894
 
why 4Q just slightly up

Jules,

Stock prices tend to be driven by increases in earnings. If the earnings aren't increasing, why should the stock price?

That is exactly the problem with INTC as an investment in 1998. Until they open up new markets, they have little headroom to work with.

Scumbria



To: Jules B. Garfunkel who wrote (66668)10/14/1998 8:56:00 PM
From: Paul Engel  Respond to of 186894
 
Jules & Intel Investors - Intel Reveals More Merced Details as well as FOLLOW On products.

Merced will implement large caches with a Level 0 and a Level 1 cache on the MERCED CPU itself as well as having an on-chip L2 cache similar to current Mendocino & Dixon processors.

Lotta cache will hopefully generate a lotta cash !

Interestingly, the Merced package may be SMALLER than current Pentium II cartridges.

Intel's comments are very bullish - regarding adoption and market success/penetration of the Merced family.

Two NEW follow-ons to McKinley were revealed - Madison and Deerfield.
This makes for a very long ROADMAP !

Paul

{==============================}


news.com

Intel details Merced
By Brooke Crothers
Staff Writer, CNET News.com
October 14, 1998, 5:40 p.m. PT

Intel provided concrete details of its 64-bit
Merced processor for the first time at the
Microprocessor Forum today and announced
a low-cost 64-bit chip architecture.

Providing particulars that are esoteric but
absolutely essential for moving Intel to a 64-bit
future, Merced targets markets that Intel can
only dream of now. The chip is due out in
mid-2000.

Interestingly, Merced will come in a cartridge
that is similar to the current Pentium II
cosmetically but slightly smaller, according to
a presentation given by Stephen L. Smith, a
vice president at the Microprocessor Products
Group.

Under the hood, however, it's a completely
different beast. In addition to having a new
instruction set--which has been already
outlined in some detail last year and earlier
this year--the chip will use an entirely new
cache memory architecture.

Cache memory is now taking up more and
more real estate on processors and, in many
cases, dwarfs the number of transistors found
in the processor itself. For example, while a
processor can consume between 5 million and
10 million transistors, a large cache memory
can use well over 50 million.

The upshot is that this is emblematic of the
crucial role this memory silicon plays in
boosting the speeds of the most complex
chips.

The Merced will have a "three-level cache
hierarchy," compared to the two levels of
cache used in the Pentium II chip. This will
comprise a level-0 cache, a large level-1
cache, and a larger level-2 cache on the chip,
delivering much higher levels of performance
compared to the cache memory architectures
used on Intel's current 32-bit chips.


Merced also will have a completely ravamped
floating point unit. A
processor is made up
of a number of discrete
computing units, which
together constitute the
whole processor. The
floating point is one of
the most critical and is
used extensively in number-crunching for
high-end scientific, engineering, and
multimedia applications.

Intel also mentioned that it is planning a chip
dubbed "Deerfield" that will be its first 64-bit
design targeted for lower-cost computers.

Smith was also quick to point out that Intel was
on track for Merced, speaking to widespread
concern about development delays. "Merced
is well under way right now...we're in final
stages of validating, he said. "We're running
an operating system on a [Merced test
platform]."

He also added that Intel is "ramping final
circuit layout" as well as "shipping silicon
development vehicles," and that there "a large
number of application porting centers,"
referring to the facilities that will allow software
developers to write applications for the 64-bit
Merced chip.

Most large server vendors have committed to
building systems around the chip, according to
Linley Gwennap, vice president of
MicroDesign Resources.

"IA-64 is going to dominate the market," he
said, "It is very likely that Intel will achieve a 50
to 60 percent market share within a couple of
years."

In addition to PC companies such as Compaq
and Dell Computer, vendors such as Silicon
Graphics and Hewlett-Packard have said they
will convert to IA-64 in the future, abandoning
proprietary in-house architectures, Gwennap
said.

Intel is an investor in CNET: The Computer
Network, publisher of News.com.

Related news stories
• AMD unveils K7 chip design October 13, 1998
• Details of new chips emerging October 9, 1998
• Is Merced doomed? August 6, 1998

Tech Talk...
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To: Jules B. Garfunkel who wrote (66668)10/14/1998 11:55:00 PM
From: Tony Viola  Respond to of 186894
 
Jules, re my review on the CC, you are welcome. I read yours and it is right on. Also, thank you for your pioneering work on this thread starting back in January '96.

Regards,

Tony