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

To: Bill Rau who wrote (22810)	1/8/1998 2:09:00 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 33344

If one wanted to take the optimistic view...one could speculate that NSM has put a hold on the 6x86MXs and MediaGXms in favor of a leap to much higher speed grades...like 6x86MX-300Mhz and MediaGXm-300s. Maybe they discovered the holy grail when TSMC made a run of .25u wafers and decided to stop current production and reload. <G> Jim

To: Bill Rau who wrote (22810)	1/8/1998 2:26:00 PM
From: AB	Read Replies (2) \| Respond to of 33344

Jim, Bill: Keep in mind that there were some recent reports that Mitsubishi has already designed in the GX for a NC type unit, and that DEC was expected to announce a similar product in the Q1/Q2 98 time frame. Also remember CYRX's push to get built in NT 5 driver support for the GX/M. Another advantage to the use of the GXM in CPQ's notebooks is that it will expose the GXM and the CYRX name to a different group, ie corporate users, of buyers than who bought the 2100/2200 line. First they buy a notebook, then a NC type machine, etc. Anthony