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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: darren_ who wrote (31767)	4/24/1999 6:46:00 PM
From: Dan B.	Read Replies (1) of 33344

Darren...Re Integration and speed race. You said.."Unfortunately, I don't think there is any money to be made in creating a slow integrated piece unless it is marketed outside the Windows market where speed doesn't matter" I would point out that if you are correct that the fastest processor isn't necessary for a satisfying windows computing experience- then consumers can adjust- it benefits the pocketbook. The new and growing low to mid-priced market is evidence. No? The Stock market follows the consumer market- often plays catch-up. More importantly and longer term, when the speed limit is reached....what will be better than Integration? I think NSM needs to stay alive AND lead in Integration until that day. Parroting Gilder as I have before...there are no guarantees..and if that's hype I'll have to look-up the word again! I'd get a kick out of Linux and Corel playing a role..BG. But while Linux grows...I think acceptance of Linux by households may be harder to come by than acceptance of slower processors. But I can hope- and even think the odds are decent it can happen.

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