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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Steve Porter who wrote (26264)	4/29/1998 1:21:00 PM
From: Craig Freeman	Read Replies (1) of 33344

Steve, lack of news never stopped anyone from posting before. For some mini-news, check out www.pricewatch.com. The spread between PII OEM and retail box pricing has diminished noticeably. And the price differences between PII 233/266/300 are much smaller while the 333 MHz price is holding firm. In short, Intel appears to be dumping their 0.35u inventory to set up a product line with the Celeron/266 on the low end, gapping to 333MHz-400MHz. That would leave both AMD and CYRX selling 300MHz CPUs with nothing to compare their products against except Celery. My guess -- the next-generation Celery will be at 333MHz with 64KB L1 cache. Such a chip would provide a Celery upgrade path and a means to consume all the 66MHz MBs and standard SDRAM currently in the channel -- while Intel and the memory makers set up 100MHz as the new standard. Unless Cayenne and/or the K6-3D provide measurably better gaming than Intel's worst, they will become <$100 chips in no time. Just an opinion from, Craig

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