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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 (31652)4/22/1999 3:22:00 AM
From: Dan B.  Read Replies (1) of 33344
 
Jim, Re: "Cyrix is nothing new to E-machines. The used them on the start up..."

Yes, I understand that, as I'm sure does Craig Freeman who posted a link which showed the e-machine start-up systems.

"This isn't necessarily good news as E-machines likes to
pick up chips cheap. "

Cyrix sells them cheap. Since I have no reason to believe Cyrix sells the chips at other than the intended price points to date, and through Gilders Tech. Report I am given to understand that NSM is realizing greater margins since it parted from IBM and ramped-up in-house production, I suspect that more business is good.

Do I have the following right?- you are explaining that using socket 370 requires the BX chipset and you don't think that supports off chip cache.

Jalapeno is to have on-chip cache by fourth Q '99, and even though the Oct. press on Jalapeno doesn't say "fiscal" Q., maybe as everyone here accepts so far as I know, that's what they mean. The photo we've seen indicating socket 370 use also says, next to "CPU BRAND"- JP-2. Jalapeno with on-chip cache as planned, no?

Perhaps the rumored deal is for DELL sales through IBM assistance. hehehe:-)
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