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To: Fred Fahmy who wrote (34280)10/8/1997 12:01:00 AM
From: Mike Taylor   of 186894
 
Fred,

IBM had no choices for many many years. It's no wonder the majority
of their PC revenue and earnings comes from Intel. They are test
marketing Cyrix (Canada) and AMD now.

As to Dell, unless Intel keeps giving them competitive pricing
they'll be force to use non-Intel CPU's. IMHO.

Heck, Micro Center came out last month with a sub $500 PC
based on the Cyrix's MediaGX chips PR166Mhz, 12xCD ROM, 33.6 modem,
16M RAM, speakers, keyboard, mouse, MS 95, MS Works, Etc...

If Dell wants to break in the Far East market, they'll have to get
a very generous Intel price or go with the MediaGX. I hearing
sub $350 PC.

Mike







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