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Politics : Ask Michael Burke

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To: Stefan who wrote (58532)	5/4/1999 7:37:00 PM
From: gbh	Read Replies (2) of 132070

The sale will include Portland fab worth more than $1 billion. NSM's only .25 um fab. It would be death to their company to sell this fab. Besides, IBM has no need for .25 um capacity. They are already producing .18um stuff in both Burlington and Essonnes. As you may remember NSC had a foundry agreement with IBM to make Cyrix chips thus IBM is set up to make the chips. Wrongo. IBM "was" set up to make this chip, but as I pointed out in the previous post, NSM spent the better part of a year converting the CPU designs to their own .25 process rules. .25 NSM does not equal .25 um IBM. And IBM only ever produced .35 Cyrix designs. I have not followed NSM closely, but I hope you have other reasons for touting this stock, other than IBM buyout speculation, cause it ain't gonna happen. Sorry. Gary

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