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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (58566)	5/5/1999 9:50:00 AM
From: gnuman	Read Replies (2) of 132070

NSM: Couple of notes from CC. Don't have a buyer yet for Maine fab, most likely buyer someone already in the foundry biz. Are optimistic they can sell a majority interest. Part of deal will be secure supply of silicon from the buyer. Definitely out of X86 CPU biz, but will keep Cyrix division. Purchase of Cyrix was not a mistake, will enable growth in appliance market. <g> Think appliance market will be X86 integrated silicon based. Claim won or winning 100 designs, lost just one to ARM. Think Intel a year behind, and with less functionality. (But things do change <g>). Will lose 40-45 million this qtr in CPU biz. Big inventory write-downs. Can't compete with Intel in low end PC's, and can't keep up with Intel's process technology. View foundry relationships as best way to go forward for process technology improvements. Looking to Q4'00 for return to profits. (Feb 2000 quarter). They are pinning a lot of their future growth on a large market segment in web based appliances. (Seems like a lot of speculation here, and a low margin segment). JMO's and interpretations of what I heard.

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