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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Scumbria who wrote (31733)	4/23/1999 4:30:00 PM
From: Dan B.	Read Replies (1) of 33344

Ok scumbria, thanks for clearing that up. I do agree with that, yet I'm thinking that anyone might use separate parts to boost performance in high performance systems- and since integration could boost performance of the parts...and given the speed limit that light speed imposes... it may be very significant that integrated parts can be produced by one Company but not another- particularly in lower-end mass produced items- hence Gilders picks NSM, LSI, and ATML. I believe Intel is left off his list for now because it is not yet leading in integration- which some of your recent posts have pointed out quite well I think. I feel sure Gilder would add Intel to his list the moment they provided a breakthrough that would make them a leader in Integration.

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