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To: GVTucker who wrote (81329)5/21/1999 6:01:00 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
GV - Re: "I have yet to see a single analyst report that is pessimistic about Merced. Could you refer me to a couple of analysts that have that view?"

Here's a start - Drew Peck.
{==========================}

infoworld.com

"New software applications will not demand the levels of computational power that will compel users to buy into the next wave of higher pricing for Intel's successor to the x86, code-name Merced, Peck said.

In addition, PC prices are falling low enough to attract untapped, volume markets in areas such as Eastern Europe and South America, Peck said. Intel will be unable to maintain its historical pricing strategy in those volume markets, he said. "

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

Paul



To: GVTucker who wrote (81329)5/22/1999 1:04:00 AM
From: paul  Read Replies (1) | Respond to of 186894
 
"..I have yet to see a single analyst report that is pessimistic about Merced. Could you refer me
to a couple of analysts that have that view?.."

dont know about analysts, but the inventors themselves dont seem to think too much of Merced..looks like its DOA

theregister.co.uk