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To: Joey Smith who wrote (44408)	1/8/1998 11:08:00 AM
From: Jim McMannis	Respond to of 186894

Joey, Courtesy of Anand... anandtech.com RE: "Jim, as a NSM shareholder, you must be upset that CPQ abandoned the MX desktop for K6. Maybe because the MX can't compete on performance now with the K6 or Pentium MMX chips? Why do you think the stock price has dived so much?" Joey, No, not to happy about it. I believe the problem is in the availability of the new GXm. I believe the 220 Mhz GXm wasn't ready in sufficient quantities so Compaq switched to the 200 Mhz K6 at the last minute. From what I know, Compaq planned on using the GXm-220 rather than the K6-200 until mid-December. What was available, Compaq decided to use in the Notebooks. It will be a couple quarters until we see what NSM has done with Cyrix. It's too cloudy for most analysts to understand... Jim