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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (22775)	1/7/1998 8:18:00 PM
From: Steve Porter	Read Replies (3) \| Respond to of 33344

ALL: After watching everything that's happened, I notice a couple of things.. First we are complaining about "losing" the desktop Compaq's and them being replaced by the "modile" compaq's. At that price (under $2K), Compaq is going to sell a lot more notebooks!. Secondly we are getting a higher ASP than with the old GXi.. Another thing I have noticed is complaints about the speed of the parts.. I wouldn't be too worried about that.. If the 233mhz part was competitive with a Pentium 233, Compaq wouldn't want it yet anyway (it would cut into their high-end too far). I expect compaq will have a 233 based gxm notebook when intel ships a 266MHZ Pentium w mmx for the mobile market. Next thing.. (sorry but I figured I would address all, since the conversation seems to be bouncing around anyway). The 6x86MX.. it seems fairly obvious that this chip has either been discontinued or that production has been drastically cut. There could be a number of reasons for this... here are a couple. 1) not selling well enough and too expensive to make to keep lying around a warehouse. 2) The new core is coming! Why make chips you KNOW you are about to obsolete.. (I mean I think they learned from the 6x86 don't you???). My personal view is that it is both 1 & 2.. (along with the fact that they really don't mind using the extra wafers on the GXm right now). Steve CYRIX/NSM RULE!