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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 (31171)3/3/1999 1:27:00 AM
From: kash johal  Read Replies (1) of 33344
 
Pravin,

>Re: Even a PR366 @ 2.2 volts will be a tough sell in the low cost
>laptop market, though. The AMD Mobile 333 is a 2.2 volt part, and it
>has 3DNow! 3DNow! has been very successfully marketed. NSM still
>doesn't have a 3DNow! enhanced part out. AMD makes Cyrix look like
>it is standing still. Correction: from all outward appearances,
>Cyrix is standing still. Also, if the NSM 0.18u process uses a 2.2
>volt supply, Cyrix processors are doomed.

Pravin NSM is using terminology like the ASIC guys. The min feature sizes are 0.18 and the poly here is 0.18 micron IMHO. AMD and Intel are being much more agressive with their transistors and poly and Gate Oxides.

The 266 GX will do OK, particularly if the go single chip rather than 2 chip set.

The rest of the product is doomed.

I am getting out tomorrow and will probably buy Intel although I may buy more Compaq instead.

Regards,

Kash
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