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To: Tony Viola who wrote (81336)	5/21/1999 7:59:00 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

Tony, re: "give us something on Merced" eet.com The article is a bit old though - from Feb 26, 1999. I haven't seen any recent reports. Amy J

To: Tony Viola who wrote (81336)	5/24/1999 7:23:00 AM
From: GVTucker	Respond to of 186894

Tony, RE:<<GV, come on, that article is over a year old.>> Hey, don't blame me, blame Paul, the person who cited the article. <<GV, anybody, please try again and give us something more recent on Merced.>> You are making my original point, Tony. A much more prevelant view about Merced in the analyst community is presented in a PaineWebber report released today, which envisions the percentage of revenues and profits that is due to Xeon, and then Merced, as growing to 40% by the end of 2000. Analysts are optimistic about Merced as a rule, not pessimistic.