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It could still slip, of course, but the transformation into three novels rings true: shortly after the release of Cryptonomicon, Stephenson talked about his next book and said it was nearly finished, but that there would actually be several books in the loosely coupled series begun with Cryptonomicon. Since then, however, he's been saying stuff like "I have this book I want to finish, and I'm a long way from finishing it." It's been clear for a while that there was some sort of major change in direction for Quicksilver, so maybe this explains something of what happened.