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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Jim McMannis who wrote (22805)	1/8/1998 7:09:00 PM
From: kash johal	Read Replies (2) of 33344

Jim, IMHO compaq has really screwed cyrix. The laptop sales will be minimal IMHO. There is clearly price elasticity when the sub $1000 pc was first introduced as PC prices from leading suppliers IBM/Compaq/HP etc were $1500 to $2000. Now these supplier have pretty good machines for $799. I am not sure that a $599 or $699 GXm no name machine will stand a chance against a HP for $799 or Compaq K6 for $799. If you are a first time customer paying a $100-$200 premium for the extra quality/service and name brand is a non-issue IMHO. I think the market has figured this out and that's why NSM stock is in the tank. Cyrix needs to get a 0.25 micron GXm running at 266 to 300 Mhz out there quickly priced at sub $100 or they are dead IMHO. Compaq, HP and IBM will be the winners in the low end market as first time consumers will want to buy a brand name and currently Cyrix has none of these guys in their back pocket for the segment 0 market.

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