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Technology Stocks : Compaq

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To: Douglas Perkins who wrote (8558)11/4/1997 10:38:00 PM
From: Kai-Uwe  Read Replies (3) of 97611
 
Doug:

I agree with you in all areas here. NSM/CYRX has immense potential - and to respond to the earlier message from Jim I would be thrilled to see the MediaGX as a complete and comparable alternative to intel - am wondering if the Via chipset is compatible with the MediaGX, or whether there is no need for a supporting chipset with MediaGX (as per the coments Jim made re: modem & grafx solution). Maybe Jim can help us out on that one!

I am not sure what CPQs strategy would be regarding notebook deployment - but if you look at the past they have been very aggressive in implementing new solutions beneficially:
1994 they switched next to ALL 486s to AMD in lightining speed
1995 when the Pentium was ready for large volume they became single-biggest P5 vendor in 1 mth
1997 they hit the Consumer market with the MediaGX out of nowhere and conquered the sub$1k market after 'creating it'

What's next I can't tell you, but I don't doubt they have something in the pipeline.

K.
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