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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 (29734)	10/7/1998 2:27:00 AM
From: Paul Engel	Read Replies (1) of 33344

Joe - re: "It doesn't seem realistic that all that happened in this time was an increase in clock speed from 188 MHz to 225 MHz for MII and from 200 MHz to 233 MHz for MediaGX." That does describe Cyrix/NSM's progress over the past year. Compared to AMD's and Intel's advances, that does seem rather paltry. Re:" So the fortune and misfortune of all the players will depend on Intel's ability to persuade public that KNI is essential." I wasn't expecting an all out marketing BLITZ fr the KNI parts next year, but rather a "targeted" marketing approach. Intel can extract premium prices for the Katmai if they deliver a product that offers exceptional graphics performance for SPECIFIC APPLICATION AREAS - workstations, animations, video editing, 3D Realizations, high end games. I think Intel would like to avoid the K6-2 3DNOW syndrome (and MMX as well) where modest graphics improvements are given away essentially for free. Paul

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