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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: AB who wrote (32074)	5/6/1999 6:09:00 AM
From: Pravin Kamdar	Read Replies (2) of 33344

AB, I think exiting the battle with Intel is rational -- given the success that AMD has had. Cyrix wanted to be where AMD is now in the x86 market, but AMD won out. Getting rid of the Portland fab is not as easy to read, but I must say that I was worried as to how that fab was going to affect earnings. Times change. TSMC and UMC have made great strides in bringing up state of the art (but general purpose) technology in their fabs. It may indeed be the right decision to go with them as a foundry, since, as Halla poinited out in the CC, the new focus on integrated designs does not require leading edge MHz performance. I believe that NSM will be targeting performance/mW rather than performance/Mhz. Really, I think this is a good move. I only wish that they did this 9 months ago (given that they are going to do it now). Pravin.

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