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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: FJB who wrote (31243)	3/11/1999 8:43:00 PM
From: kash johal	Read Replies (1) of 33344

Robert, Re: Conf call points You got a lot of the stuff there. A couple more: They need the 0.18 to hit 400Mhz for MII. MII should ship next quarter with 380/400's. They are putting the GXm into 0.18 micron - finally!!! Hinted that the AMD yield crash was a 1 month event. Hinted that the free/internet/sunsidized PC market is something they expect to play in. PCOAC in June - doable as they have probably had several iterations already. Generally looked very positive IMHO. I think they have given up the ghost at going for the performance desktop market or server market as you suggest. The 370 Celeron socket issue I found interesting vs AMD. It looks like AMD will have to go it alone on the Super 7 etc market by year end. Also doen't sound like they will support 3dNow! They may copy SSE and focus on the socket 370. Regards, Kash

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