Stockman,
Furthermore, this system on a chip is a new concept, and nobody understands what it means.
After designing one and selling about a million of copies, and with design of the second one just about wrapped up, I think Cyrix has some idea about a system on a chip concept.
NSM is taking a BIG RISK putting his eggs in this basket.
NSM/Cyrix will have fairly diversified CPU product line, close to that of Intel. But addressing slightly different markets.
The CPU food chain will look something like this (after introduction of Deschutes):
Server:
Deschutes
Medium performance workstation:
P-II
6x86MX
K6
Pentium MMX
IDT
low end home PCs
MediaGX
When Cyrix MXi is introduced, it will be in a new category - high performace home/game PC, giving Cyrix 3 different chips to compete with, addressing all markets except the server market.
More importantly, 2 of the 3 Cyrix chips will be in uncontested markets: MediaGX and MXi, while 2 of the 3 Intel chips will be in highly contested market: P-II and P-MMX.
I think AMD has the weakest line-up, serving only one market that is the most hotly contested, until the new K6-3D and K6+3D appear.
If you didn't notice, NSM has an agreement with TSMC, the world's biggest foundry, to produce chips, in addition to NSMs own fab coming on line next year + existing IBM capacity.
To me, NSM strategy has fairly low risks with good upside potential.
Joe |
