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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST

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To: Steve Porter who wrote (22603)1/5/1998 1:43:00 PM
From: StockMan  Read Replies (1) of 33344
 
Re -- Fab investment..

According to No Bucks thats all one needs state of the art equipment.

However Motorola has been in CPU's and other semis for longer than anyone else including NSM. They have some of the best process technology, They have some of the best CPU expertise (6800, powerPC). if X86 becomes a factor (its unclear if x86 is really required in the commodity system on a chip market) they could easily get the technology from IDT or others.

X86 is not a wonderful new technology you know ( a bunch of engineers at Centaur could do it in a year, and there are other prototypes around).

Thats why NSM is in a no-win situation and will go down to the single digits.

Stockman
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