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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Joe NYC who wrote (29533)	9/17/1998 5:58:00 PM
From: FJB	Read Replies (3) of 33344

TDFX, which had a larger market cap than Cyrix prior to acquisition, is quickly approaching $100M. Their 10K states that all the company's foundry capacity is purchase order based, so they have no long-term contracts. National has capacity utilization of 41% and could use more 3D expertise. TDFX could use the time to market advantage that comes with having a fab. Just thinking aloud, Bob

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