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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST

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To: FJB who wrote (29679)10/1/1998 11:16:00 PM
From: Yousef  Read Replies (1) of 33344
 
Bob,

Re: "IDT faces MPU speed challenges -->
ebnews.com "

Now I thought that IDTI had a "state of the art" .25um process there
in Oregon ... Maybe Scumbria can clear this up. Seems like they are as
"technology challenged" as AMD and NSM. It is easy in theory to put in place
a .25um process, but it is much harder to get top performance from that
process. I think this quote from the URL sums it up pretty well. -->

"The challenge in WinChip is getting to higher and higher clock speeds,"
said Dave Côté, vice president of marketing for the Santa Clara, Calif.,
company. "We're shipping 240-, 225-, and 200-MHz versions, but the market's
at 266 MHz."


Just at 266mhz, this guy is still a year behind in his "thinking" ... I
would avoid this company, they don't have a credible technology roadmap.

Make It So,
Yousef
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