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To: Mohan Marette who wrote (108580)	3/9/1999 1:33:00 PM
From: Gabriel008	Respond to of 176387

Research article from ZD on chip competitors, Intel, AMD and Cyrix. Intel and AMD Continue to Battle, but Watch for Cyrix Written by Matt Sargent, Senior Industry Analyst, PCs The battle between AMD and Intel for share in the PC market has been one of the major industry stories over the last year, AMD commonly referred to as the upstart David trying to take on the dominant industry Goliath, Intel. While this battle is deserving of great attention and analysis, perhaps we should take a gander over to one of the less heralded participants in this struggle for processor market share: Cyrix. Cyrix has quietly increased its market share to 19.4% of the US retail desktop market in January. This compares to AMD and Intel's share of 36.7% and 37.1% of the US retail desktop market respectively. While Cyrix is clearly the number three player, they have made great strides by climbing from less than 1% in May of this past year to their present level. Source: StoreBoard Cyrix has managed this dramatic market share rise due to its focus within the very low end of the low cost retail market. Cyrix is betting the farm on sub $600 PCs, which have vaulted from less than 1% to 19% of the US retail desktop market in five months according to the recent InfoBead Insider entitled "Sub $1,000 Desktop Reach over 60% of Market". Cyrix is the market leader within sub $600 PCs with 71% share in January. Thus, rather than trying to take Intel on head-to-head, Cyrix has chosen to focus within a market which Intel seems to have no interest in serving. Source: StoreBoard Cyrix is clearly differentiating itself from AMD and Intel based upon price, and looking at the direction of the market place, sub $600 PCs appear to be a good place to lay the chips.

To: Mohan Marette who wrote (108580)	3/9/1999 2:05:00 PM
From: Craig Lieberman	Read Replies (1) \| Respond to of 176387

RE: 'system on chip' Yeah... but the screen is REALLLLY SMALL and you need a microscope to touch the keys on the keyboard...!!!!! Trying to keep it light... Craig

To: Mohan Marette who wrote (108580)	3/9/1999 2:09:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Mohan: 'The Internet is Now the Single Most Important Growth Driver in the PC Industry' -- according to your friends from Intel (and our friends from Austin <ggg> -- I heard Mikey say this last Fall.. )....I just thought I would re-post this update: <<Intel Sees Trillion Dollar E-Commerce Feb 23 12:42pm ET PALM SPRINGS, Calif. (Reuters) - Intel Corp., kicking off a conference of hardware developers who use its chips, said Tuesday electronic commerce revenues will reach one trillion dollars within the next few years. ''The Internet is now the single most important growth driver in the computer industry,'' said Paul Otellini, executive vice president and general manager, Intel Architecture Business Group. ''The Internet is as important to Intel's future as silicon was in our past.'' Intel said it is shifting its own development plans more in the direction of electronic commerce-related products to take advantage of its dramatic growth. In a joint keynote speech at the Intel Developer Forum, Otellini, and Albert Yu, senior vice president and general manager, Intel Microprocessor Product Group, said that by the year 2002, it is estimated that annual electronic commerce industry revenues will top one trillion dollars. >>