CYRIX / NSM Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dale J. who wrote (28231)	7/14/1998 11:41:00 AM
From: Jim McMannis	Read Replies (1) of 33344

Dale J., If you try to turn everything into a Pro-Intel argument you're just going to end up as another run of the mill Intelabee. <G> The low end computer being profitable for Compaq is a direct function of lower component costs due to currency fuxuations of some Asian currencies vs the dollar. Also, to a lesser extent, some Asian companies are willing to sell cheap right now. Not to mention K6s they probably only pay $70 for. Dell benefits from this as well...but not quite as much because they buy their motherboards from Intel... I don't know how long you've been following these threads but one of arguments Paul E. and others have been crowing about is that there is no profit in Sub $1000...and I might add, you would expect margins to be less...but now, the currency fluxuation has added a new twist to the equation. I don't know how MSFT go thrown into the fray. You must own it. Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next