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To: Joey Smith who wrote (40690)	11/19/1997 7:25:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Joey - Re: "This doesn't look good if true...(i guess compaq never learns from its mistakes) - AMD K6 in Compaq Presarios" Well, you win some and you lose some. Here's a winner - IBM (as well as UMAX) is demonstating a Pentium II/Deschutes NOTEBOOK at Comdex: {==================================} zdnet.com IBM offers glimpse of Pentium II notebooks, 17mm unit By Michael R. Zimmerman, PC Week Online 11.19.97 12:00 pm ET LAS VEGAS-The mobile version of Intel Corp.'s Pentium II processor may not be due until the first half of 1998, but IBM Personal Computer Co. last night gave select attendees of this year's Comdex a glimpse of working prototypes of the ThinkPad 770 running the CPU. At a party here celebrating the fifth birthday of the ThinkPad notebook line, IBM also showed off a working prototype of a 17 mm-thick notebook, code-named StingRay and equipped with a lithium-ion battery, along with a nonworking prototype of a subnotebook-sized E-mail device. The two Pentium II-based ThinkPad 770s on display featured two different 14.1-inch LCDs (XGA and Super XGA). But what really wowed party partygoers was the StingRay. Although the prototype is 17mm thick, officials from the Somers, N.Y., company said the system will most likely evolve into a 24mm- to 25mm-thick notebook in the 560 line. IBM's E-mail device, though only a wooden mock-up now, will evolve into a real unit based on Java, and possibly Windows CE. In closed-door demonstrations, IBM showed under glass a similar E-mail device equipped with the company's expandable keyboard, popularized by the ThinkPad Butterfly. {=======================================} Paul

To: Joey Smith who wrote (40690)	11/19/1997 7:33:00 PM
From: John Koligman	Read Replies (3) \| Respond to of 186894

Joey - Why would CPQ using the K6 be a mistake? (Other than pissing Intel off?). CPQ is going after the el cheapo market in a big way, and if they can get processors on the cheap by squeezing a good deal out of AMD, that's more money in their pockets. Would you not do the same if you were Eckhard Pfeiffer? (And in the process maybe get better deals out of Intel, as has already been rumored in the press - i.e. the articles saying Intel is already close to shipping 'February' price cuts on 233 mhz PII's... John PS - I can't see that the average consumer (or educated consumer) looking for a low ball PC would care very much whether an Intel chip is inside or not, they care about price. As long as the box works, that is...

To: Joey Smith who wrote (40690)	11/19/1997 10:46:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Joey, Re: i guess compaq never learns from its mistakes Seems that after Compaq has tasted the water with MediaGX, they thought 'Intel Inside' means nothing and attempts to replicate their success to a broader base. What makes me paranoid is that they are not just talking about Presario line but also Notebooks. If this is true, Compaq won't be view as a company using Intel chips at all (at least in the consumer market). Time will tell. Gary

To: Joey Smith who wrote (40690)	11/20/1997 7:55:00 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Joey, All, "News" coming out of a trade show, in this case Comdex, is always suspect. When you put all the players of an industry together in the same place, euphoria and self delusion take over, "what if" scenarios become plans, rumors get repeated so many times they become facts, false information is "planted" by companies to improve negotiating positions. When these folks get back to their offices, business realities take over and thing settle down to business as usual. Most of what is reported turns out to be 10% truth and 90% wild speculation. From experience, John