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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
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To: Pravin Kamdar who wrote (29901)10/14/1998 2:59:00 PM
From: Paul Engel  Read Replies (1) of 33344
 
Pravin - Re: " Are we confused yet? Now they are saying that the Jedi will be the first processor on 0.18u."

That doesn't leave much for the 0.25 micron process.

Looks like NSM will make a few slow MII's and MediaGX's, stick them into inventory, and shut down their vaunted 0.25 micron process with very little - if any - revenue to show for it.

I'd say that Halla is learning a few very valuable - but EXPENSIVE - lessons about the CPU business - at shareholders expense.

I still predict Halla will be tossed out of NSM by mid 1999.

Paul
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