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Technology Stocks : Intel Corporation (INTC)
INTC 46.48-4.5%Jan 30 3:59 PM EST

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To: Jim McMannis who wrote (37167)10/21/1997 7:58:00 PM
From: Paul Engel  Read Replies (2) of 186894
 
Jim - Re: " Cyrix/NSM has a unique product and is exploring new
areas of the marketing spectrum with it. A much greater chance of
success than AMD, wouldn't you think?"

Assuming you are talking about the MediaGX, I agree. (The 6x86MX is in the same boat as the K6).

Cyrix's MediaGX competes in an area where Intel has no comparable part - integrated CPU, graphics, sound, floppy, etc. As such, Cyrix has a good design win with Compaq and a lot of smaller box makers.

What is a problem for Cyrix is that NO OTHER BIG companies (correct me if I'm wrong) have signed on to use the MediaGX.

I think Gary Stimac pulled in his one and only marker to get the Compaq design win - and has come up empty since then.

Down the road, I think Intel is preparing an integrated response to the MediaGX. At this point, it sounds like Intel will add the integration - graphics, sound, floppy/hard disk control, bus drivers, etc.- to the chip set. Intel already has the technology to make a complete chip set in one piece of silicon (440LX) so they can build on this technology with the additions of the peripheral functions.

Paul
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