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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Steve Porter who wrote (32086)	5/6/1999 10:56:00 AM
From: Jimmy Liao	Read Replies (2) of 33344

This talk about Intel, IBM, or AMD buying the Maine fab is highly suspect. A fab is not a fab is not a fab... Each product has its own specific tool set and processes, which are not easily interchangeable. Intel's acquisition of the DEC fab in Hudson, MA last year is one example- they still use the site to produce only the designs that were being produced before- StrongARM and Alpha. To try to get a whole new equipment set to be qualified for a Pentium or K6 process would take longer than the time for the current equipment set to become obselete. So I don't think that any of these companies will buy the fab, unless they also want the Cyrix product line as well. It makes more sense that a foundary will step in, like TSMC, since their product lines are constantly changing depending on the customer need, and their customers make their designs according to the tool set and design rules available in the fab.

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