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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Bill Rau who wrote (22803)	1/8/1998 12:40:00 PM
From: Jim McMannis	Read Replies (3) of 33344

Let me speculate a little. I appears that Compaq HAD planned on offering the MediaGXm-220 in the Presario 2240 but switched to the K6-200 about mid-December. This is evidenced by CompUSA actually putting it on their web-page (which they later took down), a German release of a 2240 with a MediaGX chip in it and by the lineage of the 22xx line vis a vis the 45xx line where the Pentium 200MMX and the K6-233s are found. If the K6-200 was anything but a last minute replacement for the MediaGX based 2240 it follows that it would have been placed in the 45xx series. On top of that, a 200 Mhz machine at the $799 price point isn't as desirable as a "220" from a marketing standpoint. I would be surprised if the 2240 doesn't come in the same box as a 4540. Not hard for Compaq to stick a 200 K6 in the same assembly as the 4540 (233), put in a smaller HD and maybe less RAM and put a 2240 sticker on it. Looks like the MediaGXm-220 model will have to wait... Why? maybe two things...NSM couldn't deliver the 220 GXm on time, in sufficient quantities or AMD cut Compaq an amazing deal at the last minute on leftover .35u parts as they transition to .25u... faced with a 200 GXm and a K6-200, Compaq decided to wait skip it and take the K6. I'm not sure which but it does seem that Compaq switched at the last minute. Could it be that the MediaGXm will re-emerge in a Sub-$700 computer in the near future? As far as stockpiling chips. It doesn't make sense to me to stockpile chips too long lest they become obsolete. Jim

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