Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Rau who wrote (22818)	1/8/1998 6:01:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 33344

One thing really troubles me about the GX... Compaq is likely going to price them high so as to maximize their profit and not cannibalize their Pentium Notebooks. This results in other OEMs selling Pentium Notebooks at or under Compaqs prices for the GXms. As long as NSM is so capacity restrained we won't see many other OEMs using the GXm in notebooks so where is the competition going to come from to make Compaq sell the GXm notebook at the same margins as the Pentium MMX notebooks. The should sell for $700-$800 less...but will they? Jim