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

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To: Joe NYC who wrote (31682)4/22/1999 6:09:00 PM
From: Scumbria  Read Replies (3) of 33344
 
Joe,

The challenge for NSM (and it's shareholders) is that Intel has a history of delivering on time, even over-delivering.

Merced? Camino? 8-way Xeon chipsets?

Intel's record for delivering aggressive products is no better (probably worse) than anyone else's. They have proven that they can deliver a 10% MHz improvement to a four year old core about once a quarter, but that isn't particularly impressive.

Scumbria
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