Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Gopher Broke who wrote (55605)	4/15/1999 2:00:00 PM
From: Scumbria	Respond to of 1577593

Gopher, On thing that surprises me is that Intel did not mention Merced at all in their CC, nor were there any analysts questions on it (or do I remember wrong)? Is it just too far out to be on their revenue radar scope at present? It appears that Merced has not taped out yet. It is relatively safe to assume that product is 12-18 months away, minimum. Scumbria

To: Gopher Broke who wrote (55605)	4/15/1999 4:35:00 PM
From: RDM	Read Replies (2) \| Respond to of 1577593

<nor were there any analysts questions on it > The Merced may be a good 64 bit chip, but may executed I86 instructions slower than other 32 processes including those of Intel at the time of introduction. Large databases (much bigger that 1 Terabyte) need the memory addressing of a 64 machine for these application the Alpha and Merced will compete. It may be a real bummer when the expensive Merced chip is blown away by a laptop running DOOM or other 3D games using a cheaper Intel chip. Thus the Merced may not directly compete with 32 bit chips in the desktop for some time if ever, but may effectively serve a more specialized high end database server market. 1,000,000 chips a year at $5,000 per chip is $5 Billion dollars of high margin business.