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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
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To: Steve Porter who wrote (31980)5/5/1999 1:57:00 AM
From: Pravin Kamdar  Read Replies (1) of 33344
 
Steve,

Better yet, what if AMD and NSM were to merge. They would not have to fight each other at the low end, and AMD designers would benefit from the NSM x-license with Intel. NSM could then use AMD cores in their integrated products. The Portland fab could be maxed out to increase K6-2 and K6 III production (0.18u). Combined, they would be a much stronger competitor to Intel. I would vote yes on such a merger. But, since AMD doesn't have a conference call planned, I doubt this will happen.

Pravin.
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