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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Yousef who wrote (29680)	10/2/1998 1:04:00 PM
From: Scumbria	Read Replies (1) of 33344

Seems like they are as "technology challenged" as AMD and NSM. Yousef, I agree with your assessment of IDT. They seem to have made no progress in the last 18 months. However, I totally disagree with your comments about NSM and AMD. NSM will always have a lower cost solution than Intel. AMD will remain competitive with Intel in the mid-range market. It is very likely that the market share of both companies will grow next year, at Intel's expense. Price pressure from NSM and AMD probably cost Intel several billion dollars in lost profits this year. Scumbria

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