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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Don Lloyd who wrote (27284)	6/11/1998 10:57:00 PM
From: Steve Porter	Read Replies (2) of 33344

Q&A Stuff: (sorry for spelling, typing quickly so not to miss anything in cc) All information here is from Q&A section of CC. Q: What if Intel builss integrated? A: Well we have spent 2 years buying IP and learning how to put it together. Intel still has to buy it all and figure out how to put it together. Plus DOJ may slow acquisitions. Missed MediaGX on .25um in previous post (portland). 10000 .25um wafers in Q2 from portland. Yields in portland better than those IBM is supplying! Analog bookings up 20% sequentially. Q: when will we see MEdiaGX and MII in volume in portland. A: Ramp starts week 1 JULY! (<---there it is) Q: MXi? A: Samples coming back in a couple of weeks! <---more good news. Performance: Floating point performance "outstanding" (read Cayanne core). <---"kick ass!" Samples in Q4 of calendar year prouduction to start Q1 next calendar year. Q: Slot 1? A: Clarifcation said something along the lines of: "If market demands slot 1, we will do it with a PARTNER". minimum 4 meetings a day in Taiwan. visited with potential partners and custoemrs for Slot 1. Headlines were "national + acer for Slot 1 (fuchi whatta ya think). (didn't deny this!!.. hmmm). "If market pressures force us to slot 1 we have to respond. I think that if you ask taiwain we didn't do it as a cost reduction, in fact it's the opposite. it's more expensive. What they would say is that they had a high level of sceptism that AMD, etc. would be able to pick up the volume of socket 7 and they didn't believe they could so they elected to go slot 1" (as close to actual words as I could maintain). GXm is a hands down winner in anything below $700. PCOAC was almost "presold" before Halla got to taiwan. Q: Cyrix P & L? A: We ain't talking about that seperately anymore. Inhouse packaging and testing for Cyrix products too. Feel they can reduce costs by 50% on manufacturing if they do it all in house on .25um. (a vague mention of .18um). Have $573 in cash.. Cyrix was 10% of sales for q just passed. <---someone add that up for me. .25um is optomized for clock-speed without increasing die-sizes. 6 metal layers. Feel can compete and make decent money on .25um. There will be another post if warranted. Steve

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