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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST

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To: Jim McMannis who wrote (31253)3/12/1999 12:03:00 PM
From: Pravin Kamdar  Read Replies (1) of 33344
 
Jim,

CMOS 9 (0.18u) chips at NSM will just be rolling off the lines at the end of their Q4 (May). I think they are being cautious with their clock projections, since it is a new process and they may encounter some unexpected problems (a la AMD). If they can hit PR380 using 0.25u, one would have to assume that PR400 using 0.18u is just the beginning.

Also, I don't think they are trying to break any speed records with the GX. They stated in the CC that low power was the key differentiator that was winning them GX business. I would think that a 300 Mhz 0.18u GXm would be a good balance between power and thin client performance.

Pravin.
Yes, I still own many NSM shares.
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