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To: Harry Landsiedel who wrote (81311)	5/21/1999 12:21:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 186894

Harry - Thanks for the Bear-Stearns report. I take it they don't believe the reports of the demise of Merced. PB2.

To: Harry Landsiedel who wrote (81311)	5/21/1999 1:04:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Harry - Re: Bear Stearns and Merced Prospects Thanks for posting that analysis. It seems to be about the only such analysis that I have seen that attempts to predict the eventual outcome of the Merced project and the Merced progeny. All other analysts seem to summarize Intel's Merced program as "It's late and may not meet the speed objectives". In other words, these analysts all act like SCUMBRIANS. Paul

To: Harry Landsiedel who wrote (81311)	5/21/1999 1:48:00 PM
From: Tony Viola	Respond to of 186894

Harry, you're welcome about my notes and thanks for that IA64 fund article. Like Paul, I also like the fact that Bear Sterns put a dollar estimate on the market, although no prediction of Intel's share. It would be nice if it came up to somewhere like 70 - 80%, like today. Also, they talked about the high end only. IA64 will also target medium sized servers and workstations. Merced and beyond rampup is a biggie for Intel, no question. The high-end of the computer market, which Intel will target with IA-64, could be as large as its existing market with selling prices in the $800-$3,000 range. Our projection is based on the size of the high end, which could be a $120 billion equipment market of which we would estimate that the microprocessor content could be in the $20-$30 billion range Tony