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To: FJB who wrote (3707)	1/13/1998 1:18:00 AM
From: Robert Walter	Read Replies (1) \| Respond to of 6843

Robert & All, Looks like National Semi is now producing some Cyrix's chips. National making first Cyrix chips By Michael Kanellos January 12, 1998, 4:15 p.m. PT The first Cyrix-brand microprocessors have started to roll out of plants owned by parent company National Semiconductor, signaling a shift in manufacturing operations that could lead to faster, better chip designs and more competition for Advanced Micro Devices and Intel, Cyrix's chief rivals. news.com Any one out there know how long Cyrix's licensing aggreement with IBM is for and will they continue to manufacturer Cyrix's future CPU's(786)? Robert

To: FJB who wrote (3707)	1/13/1998 1:26:00 AM
From: Paul Engel	Respond to of 6843

Robert - Re: "I think we'll see a replay of what happened on the desktop in '97, except this time in notebooks. " You may be right. AMD and Cyrix can lose millions in the notebook market this year like they did in the Desktops last year. Why are these companies h*ll bent on leather to sell their products below their costs? Just to get a few sales? Paul

To: FJB who wrote (3707)	1/13/1998 11:47:00 AM
From: Brian Hutcheson	Read Replies (1) \| Respond to of 6843

Robert , Re. market for high end notebooks shifting down. There is a major difference , Pentium mmx according to the press will not go further than 266mhz since it is an old design . That means yields cannot be so good at that speed . So what is left in Intel's notebook arsenal ? Only the PII which is too clumsy for slim notebooks , this is a major reason IMHO why Compaq is choosing to go AMD . That means AMD has much more pricing freedom in the notebook arena, Brian PS imagine K6-3D-300 in a notebook