CYRIX / NSM Message Board

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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: StockMan who wrote (22389)	1/2/1998 10:51:00 PM
From: Big Bucks	Read Replies (1) of 33344

Stockman, Much better approach! It will be interesting to watch the CPU manufacturers this year, for now I am out of all of them. CYRIX/NSM will own the low/utility/general purpose computer end (which is now about 45% of all domestic computer sales) and continue to gain market share in Asia and Europe. AMD will own the mid range up to $1200, Intel will own the mid/high range and will probably use the DEC Alpha for the high end workstation market. AMD is in trouble, (what's new?) and it wouldn't surprise me to see them merge or get bought by someone with the capability to implement the technology required to be successful. Don't sell Cyrx/NSM short, their approach of integrating multiple technologies onto 1 silicon chip will be fantastically successful, and they will be able to make the chips cheaper than anyone else and still maintain margins/profits of 50-100% and eliminate the need for accessory hardware currently required on "standard computers". If this wasn't so you wouldn't see AMD and INTC scrambling to develop similar "single chip solutions" with integrated features to compete. Just my opinion, BB

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