CYRIX / NSM Message Board

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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Paul Engel who wrote (31479)	4/19/1999 9:47:00 AM
From: Steve Porter	Read Replies (1) of 33344

Paul, I needent summarize anyone's earnings. You are still missing my point. Making money in the x86 business is possible, even easy if you have the following: Fab resources that can compete with Intel A design capable of turning in decent, (if not world beating) performance. Deep enough pockets to get the damn thing out the door in the first place. AMD has failed to make money because of the first one. NSM.. well NSM has had a total lack of guidance, no real fab resources and I'm not sure how much cash they have lying around, let alone what their new designs are like. IDT is suffering from all 3 symptoms. No couple a good part with an IBM ME (making it for themselves) and you have someone who can make money. Regards, Steve

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