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To: Paul Engel who wrote (46725)	1/29/1998 8:17:00 PM
From: Jules V	Read Replies (2) \| Respond to of 186894

Re: "You are missing the OBVIOUS.How much money will Cyrix make on a $299 PC?" Read more carefully. I said: <<"Cyrix loses a helluva lot of money": at that price I guess so. >> Wasn't that OBVIOUS enough. Profitable or not, in the near term they still might be able to pressure intels prices at the low end. N'est pas? Or maybe they already have. Anyway, here's some encouraging news about 64bit NT and SMP to cheer you up. techweb.com Digital's Robert Palmer and Microsoft's Bill Gates: ..... Gates offered a crumb of new information on Win NT 5.0, which is the first NOS under which many of the services and technologies mentioned today will work. "We expect beta two before the middle of the year, and based on customer feedback we get from beta two, we will commit to a final ship date," he said. "Our top priority is making sure this is a superior, high-quality product." Gates said support for Very Large Memory -- essential to running 64-bit systems -- will be included in the second beta of NT 5.0. Microsoft's and Digital's increased development and marketing efforts ought to strike fear into the world's biggest computer company, analysts said.

To: Paul Engel who wrote (46725)	1/30/1998 7:11:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Paul, Just thinking outloud, but with the recent reported increases in RAM prices, guesstimated lower RAM production increases out of Asia going forward, it seems to me that the boxmakers are going to have a harder time this year lowering PC prices. The sub 1K's have been enabled by lower component costs, if this trend reverses the boxmakers will have some real problems meeting buyer's expectations. BTW, if true I think this is bad news, I believe it is good for the industry and Intel to get all those new PC owners, even at lower ASPs. John