Jim - Re: " Cyrix/NSM has a unique product and is exploring new areas of the marketing spectrum with it. A much greater chance of success than AMD, wouldn't you think?"
Assuming you are talking about the MediaGX, I agree. (The 6x86MX is in the same boat as the K6).
Cyrix's MediaGX competes in an area where Intel has no comparable part - integrated CPU, graphics, sound, floppy, etc. As such, Cyrix has a good design win with Compaq and a lot of smaller box makers.
What is a problem for Cyrix is that NO OTHER BIG companies (correct me if I'm wrong) have signed on to use the MediaGX.
I think Gary Stimac pulled in his one and only marker to get the Compaq design win - and has come up empty since then.
Down the road, I think Intel is preparing an integrated response to the MediaGX. At this point, it sounds like Intel will add the integration - graphics, sound, floppy/hard disk control, bus drivers, etc.- to the chip set. Intel already has the technology to make a complete chip set in one piece of silicon (440LX) so they can build on this technology with the additions of the peripheral functions.
Paul |