Cayenne?? Jalepeno??
IMO, after one and a half years at it, if Halla cannot stand up at the tech conference this week and give a definitive product announcement schedule over the next six months, I would not even take another look at NSM or any Cayenne or Jalepeno. He and the board of directors bet the store a year and a half ago, now it's put up or turn lights off time. Whether they hit the products or not, it's a done deal by now. Anymore re-iterations or road-map fine-tunings is just an admission of failure.
And even if they can deliver the product, they still need to fight opening up brand new markets, both product segments and geographically speaking. And they don't seem to have started on that at all, at least not from too much news out there. Perhaps that's another sign of admission that engineering wise they failed.
Don't get me wrong, I like Cyrix CPUs - won't use anything in the office except Cyrix - great price/performance. But at the price they sell the stuff at, I won't touch the stock ar any price.
patrick |
