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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
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To: Joe NYC who wrote (27305)6/12/1998 12:57:00 PM
From: Steve Porter  Read Replies (1) of 33344
 
Joe,

Since there appears to be no Cayenne based Socket 7 or Slot 1 chip on the horizon, the

Listen carefully to the CC. The "core" is ready. Slot 1 will come for a team up with a "partner". The folks in Taiwan seem to be thinking slot 1 will be a pratnership with Acer. But Halls mentioned meeting with "Several" potential partners (several is 5+ in the official definition in the dictionary, a few being 3-4 and a couple being obviously 2).

In short NSM won't actually sell any Slot 1 product or any stand alone processor beyond the MII. They will license the core rights out for a hefty fee and reap royalties. (a good play in my opinion, sicne some else eats the fab costs and you get revenue for "nothing").

Steve
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