CYRIX / NSM Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Yousef who wrote (22465)	1/4/1998 9:50:00 PM
From: Jim McMannis	Read Replies (1) of 33344

Yousef, IBM has leading edge process technology but they never applied it to the 6x86 or the MediaGX at the time it was leading edge. They save it for the PowerPC and other loser chips. IBM basically milked Cyrix for what they could get out of them. Just like they are doing to AMD now. As a part of NSM, Cyrix's earnings will be embedded in NSMs earnings. By some extrapolation you may be able to figure Cyrixs part of it. It will be a couple of quarters until Cyrixs contribution becomes relevant, IMHO. I'm sure there are some other opinions out there. Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next