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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: Tenchusatsu who wrote (85838)7/18/1999 1:11:00 PM
From: Amy J  Read Replies (2) of 186894
 
Tenchusatsu, RE: "Timna/Geode"

Historically, Cyrix appears to have had better graphics than Intel. Cyrix is known in the industry for having superior graphics. In fact, as Scumbria has pointed out, that was one of the biggest mistakes NSM made: putting graphics as a higher priority than MHz processor speed. Speed sells, not graphics, in the PC business. NSM lost the MHz battle to Intel.

Having said that, in the STB/Internet Appliance market, there is a bit more focus on the visual aspects since people will be viewing things from the web, rather than crunching numbers from multiple applications. PC-customer needs do not carry over exactly to IA.

NSM, which historically has had an edge over Intel in this one visual domain, just might have an edge in the more visually-oriented markets like STB and IA markets.

In these markets, graphics/video have a rather distinct priority, unlike the PC market, where MHz sells.

Based upon the companies' historical focus, my guess is, for the short-term: Timna wins in the sub-PC market and NSM wins in the IA market.

I'm curious to see what features Timna has, in order to see how it compares to what NSM announced.

Amy J
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