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To: Road Walker who wrote (4650)10/29/1996 1:33:00 PM
From: Paul Engel   of 186894
 
John - Re:" How difficult would it be for Compac to switch CPU's,.."

Cyrix's 6x86 is offered in many flavors. Their P200+ (which actually runs at 150 MHz internally) requires a special chip set and motherboard and components designed to run at 75 MHz. This is not common as Intel's chip sets (and all but one or two other chip set vendors) do not support the high speed motherboard option.

So, Cyrix will not be a fast solution to a P200 shortage problem.

Other speed variations of Cyrix's 6x86 may or may not plug directly into a given motherboard designed for Intel's chips. The 6x86 consumes significantly more power, has lower FPU speed, etc., and may require special BIOS chips that work with the 6x86.

So, it will not be a slam dunk for a quick conversion to Cyrix - unless Compaq has been working on such a stratgey for several months.

Cyrix has an inventory of 400,000 - 600,000 6x86 devices. Their wafer receipts from IBM are unclear - they may be still receiving wafers or they may have placed these on hold. Either way, Cyrix does not have an infinite supply. Should they sell what they have (to Compaq and other "panic" buyers), that will leave them without further inventory to "cash in".

One question I have - I have heard of Pentium Pro 200 MHz shortages from Intel. Are there also Pentium 200 MHz shortages?

I would suspect that AMD may be in a good position to pick up some low end Pentium business - <= 133 MHz.

Paul
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