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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
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To: Jim McMannis who wrote (22466)1/4/1998 10:20:00 PM
From: Yousef  Read Replies (1) of 33344
 
Jim,

Re: "IBM has leading edge process technology ..."

I'm glad to see you agree with my assessment ... BTW, I believe that IBM
is the only company that is close (maybe even ahead) to Intel for process
technology optimized for CPU performance. However, Intel still has the
better yield and manufacturing capability.

My question is what strategy will Cyrix/NSM follow to gain market share
in a market that is continuing to be driven by performance. The margins
at the low end might be too low for NSM to make any money.

Make It So,
Yousef
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