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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Paul Engel who wrote (26870)	5/25/1998 10:57:00 PM
From: Tom Summers	Read Replies (3) of 33344

Paul, I believe that everyone (e.g., the consumer) is starting to realize that there is not a whole lot of difference between a PC that runs 200 or 400 MHz when it comes to the current array of software choices or accessing the internet. Whether you know it or not, you are proving it with your spirited discussions with folks here on this thread that are most likely using a Cyrix processor to respond to your comments (which, most likely, are being conveyed by you across the internet from an Intel processor). What Intel, I believe, needs to pull away from the pack again is a new generation of software that requires 400MHz or more muscle. Unfortunately, I don't see any on the horizon before AMD and Cyrix (and IDTI) have reached the 400MHz level themselves as well. It seems to me that whatever lead Intel had a year and a half ago has been whittled down by AMD (any idea why Intel "helped" AMD with MMX--without it the K-6 would have been as "dead" as the PR200L in the later part of its life). As for Cyrix, I believe that Mr. Halla has looked over the PC market and decided to just move a "few aisles down" at the local "Best Buy" so to speak. The system on a chip appears be targeted at the DVD market where DVD only machines right now are commanding $400 and more. I believe that Brian believes that if he can offer a DVD player where you get a PC for an extra couple hundred bucks that that machine will share shelf space with (and eventually replace) the old vcr at home in no time. This may indeed be where NEC's interest lies with the Packard Bell deal (which you know has got to hurt Intel "inside" in more ways than one). Good luck with your Intel investment. You may want to get into some other stocks as well though (NSM is a real bargain right now). Tom

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