Paul,
The fact that Cyrix is losing customers makes it VERY RELEVANT.
Since Cyrix had so few, it is hard to lose customers. The fact that Cyrix is not gaining customers is relevant. Or to be more precise, it will be relevant later this summer when NSM has product for sale.
What is also relevant to point out is, that whenever the conversation, is not going the right way for you, you resort to the pointing out that other companies are not as profitable as Intel.
That is a fact, but it is NOT relevant in many exchanges. It is convenient to put people on defensive when you are running a political campaign or a PR firm.
In a normal human conversation, it is at minimum, not entirely polite. But sometimes I am confused about your role here. Are you part of a PR firm sponsored by Intel, paid to spread information, and disinformation (when convenient), or do you come here to exchange ideas about investing and technology?
Joe |