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

To: Gopher Broke who wrote (55632)	4/15/1999 5:48:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1575781

<So would it not make sense for an analyst with a 12 mo price target to also factor Merced in?> Because Merced is going to be low-volume even after its release. Tenchusatsu

To: Gopher Broke who wrote (55632)	4/15/1999 5:52:00 PM
From: RDM	Respond to of 1575781

I have read your post more carefully. You have a good point about the lack of Merced comments at the Intel conference call on Tuesday. Both analysts and Intel were quiet. Perhaps the lockjaw is from a fear of another slip or the diminished expectation of the potential of the chip as a revenue engine. It is possible that the performance will be under expectations and the volume as well to yield. 200,000 per year at $2,000 each which would be only $400,000 per year for Intel (2% or "chump change"). Of course this is the Merced=IAPX432 scenario.