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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

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Nov 7 9:30 AM EST

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To: Paul Engel who wrote (82052)	5/29/1999 8:12:00 PM
From: Scumbria	Read Replies (2) of 186894

Paul, When Cyrix introduced the MediaGX, Intel figured they (Cyrix) would meet the same fate - but they didn't. Compaq - which had balked at Intel's earlier approach - sucked up the MediaGX. Of course, having Gary Stimac on the CYrix board (Stimac was a long time Compaq Engineer and VP) certainly "helped", as well as the fact that the Cyrix name did not contain the letters I N T E L . Gray Stimac was not on the Cyrix board until well after the MediaGX launch. Cyrix had no advantage with Compaq beyond a great new technology. The 486SL and MediaGX are not a good comparison, because the MediaGX also includes audio, graphics, PCI controller, and south bridge functions. Cyrix did a great job with MediaGX. Since then, their performance has stunk. Maybe they lost some key people? Scumbria

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