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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Douglas Perkins who wrote (8558)	11/4/1997 10:15:00 PM
From: hpeace	Read Replies (1) \| Respond to of 97611

doug, AMD is actually just having trouble managing their k6 yeilds. yeilds is everything. last report I read said they made progress last couple of weeks. They say that it depends on last 6 weeks if they pull it off or not. the demand for k6 is strong. But, you have to have them too sell them

To: Douglas Perkins who wrote (8558)	11/4/1997 10:38:00 PM
From: Kai-Uwe	Read Replies (3) \| Respond to 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.