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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: FJB who wrote (21810)	12/5/1997 7:08:00 PM
From: Joe NYC	Read Replies (2) of 33344

Bob, Compaq removed $13 worth of DRAM to make sure the 180MHz underperforms the 166MHz MMX box. I don't think Compaq will be under preassure to do anything like that in the future. According to several reports, majority of sub-$1,000 PCs will be non-Intel. I think Compaq makes more money on Presario 2200 than on Intel based Presarios. Not just % higher margin, but I think higher $ margin on a less expensive machine. (since I am beginning to see machines for $799 and $899 sporting Intel chips and at least $150 worth of components MediaGX replaces. Joe

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