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

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To: kash johal who wrote (31255)3/12/1999 12:12:00 PM
From: Pravin Kamdar  Read Replies (3) of 33344
 
Kash,

re: "NSM's MII is basically a dead product unless AMD has yield problems again."

The point that NSM was trying to make in the CC was, ironically, that the AMD yield crash was what hurt MII sales in the last quarter. AMD had to dump 300 Mhz K6-2s on the market, which took sales from MII 300 and MII 333. NSM hinted that with shipment of the MII 366, they have won back the eMachines business.

By the way, where did you hear that CMOS 9 was a 1.5 volt process?

Pravin.
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