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To: Jim McMannis who wrote (63770)	9/2/1998 1:26:00 AM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Jim, Re: So what does the 15" display have to do with the Pentium II? It would mean the PII used with it command a fat margin. People who buy these notebooks(large TFT displays) usually do not care for the price. Your favorite Compaq Presario notebook using Cyrix MediaGX didn't come with that(actually not even TFT). BTW, have you bought one ? Gary

To: Jim McMannis who wrote (63770)	9/2/1998 1:06:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

McMannis - Re: 'So what does the 15" display have to do with the Pentium II?" Don't you know? Paul

To: Jim McMannis who wrote (63770)	9/2/1998 1:51:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

McMannis & Intel Investors - IBM Will STOP making Cyrix CPUs IBM and NSM/Cyrix will soon terminate their manufacturing relationship. I predict NSM will suffer even deeper losses as they try to build new CPUs on a New Process in a New Fab . It happened at AMD - and NSM doesn't appear to be any smarter. Paul {=========================} dailynews.yahoo.com Wednesday September 2 1:29 PM ET IBM to stop making Cyrix chips PC Week By Lisa DiCarlo, ZDNet National Semiconductor Inc.'s Cyrix subsidiary and IBM Microelectronics are dissolving their long-standing manufacturing and licensing partnership. The companies will announce, perhaps within the next month, that National Semi (NYSE:NSM) will take over all Cyrix chip manufacturing from IBM (NYSE:IBM), sources said. In addition, they said, IBM will stop selling its brand of the Cyrix 6X86MX processor. The news comes as National Semi ramps up manufacturing of Cyrix processors in its own fabrication facility in Portland, Maine. Sources said the company was eager to put its new state-of-the-art fab to use and merge its chip design and process teams. A new fab with new process equipment can cost up to $2 billion. Moreover, companies stand to lose money every day a fab sits idle or runs at low capacity. And that's money National Semi can ill afford to lose. Citing a myriad of problems, National Semi last month reported a loss of over $69 million for its fiscal fourth quarter. At the close of market Tuesday, its stock was trading below $10, a far cry from its 52-week high of $42.87. For several years, the fabless Cyrix paid IBM to build its processors in the latter's Burlington, Vermont, facility. The deal also called for IBM to take 50 percent of the Cyrix chips and market them under its own label. In the beginning it was a good deal for IBM, which didn't own an X86 core and didn't have an entry-level desktop offering. But it wasn't so great for Cyrix. IBM frequently undercut Cyrix's prices, which made it difficult for Cyrix to win deals with PC makers. Additionally, having separate design and process teams (which work for different companies in different locations) meant that advancements often could not be implemented immediately. Other sources cited IBM's growing frustration with the arrangement because it did not have the flexibility to alter Cyrix designs or implement any of its own unique manufacturing processes to improve the performance and efficiency of IBM-branded processors. Despite the loss of the 6X86MX, IBM has big plans for the low-end X86 market, sources said. For example, it may look to "system on a chip" designs based on X86 cores from STS Microelectronics, they said. An IBM spokesman in Somers, N.Y., said the company's relationship with National Semi and Cyrix is currently unchanged and declined further comment. Officials at National Semiconductor, in Santa Clara, Calif., declined to comment. See Also: AMD nabs IBM chip deal Cyrix bets the farm National Semiconductor unveils 'PC on a Chip' Packard Bell launches its Cyrix-based PC for $699