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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yougang Xiao who wrote (63773)	6/30/1999 5:31:00 AM
From: Pravin Kamdar	Respond to of 1575556

Yougang, First, thanks for digging up all the great info. Second, if Cyrix and Via really do a 50/50 deal, it would be great news for National. I am long NSM and would love such a deal. Pravin.

To: Yougang Xiao who wrote (63773)	6/30/1999 7:50:00 AM
From: A. A. LaFountain III	Read Replies (2) \| Respond to of 1575556

Yougang: re "1999.06.30" Okay, this one's a challenge, but we may be up to it. ªï¾Ô^¯Sº¸ «Â²±¨MÁÊ¨Ö¢Ü¢á·L³B²z¾¹³¡ªù It's a matter of degree, but dual Athlons are as sexy as Mae West, give or take some really weird polynomial. ¡@¡i°OªÌ³¢¬î¹a¡B¶À³©¬Ã¥x¥_³ø¾É¡j°ê¤º¨â¤j¢×¢Ñ³]p·~ÀsÀY¼tª¿²Î¡B«Â²±ÂX ±i°Ê§@ÀWÀW¡AÄ~ª¿²Î§Y±N¸ó¤J¤K¦T'¹¶ê¼t»s³y«á¡A«Â²±¹q¤l¤]·Ç³Æ¦b¤U¥b¦~¶° ¸ê·s¥x¹ô¤@¦Ê»õ¤¸¡A¨Ã¦b¥¼¨Ó¤@¦~¤º®i¶}¤@³s¦êµ¦²¤Áp·ù»PÁÊ¨Ö°Ê§@¡C¾Ú¤F¸Ñ ¡A«Â²±¹q¤l¨M©w¦bªñ¤é«Å§G¡A±N©M¬ü°ê°ê®a¥b¾ÉÅé¡]¢Ü¢á¡^«Ø¥ß¦X§@Ãö«Y¡A¨ä ¤¤°£¤F¥æ¤¬±ÂÅv»P¬ãµo¦X§@¥~¡A¤]¥]¬AÁÊ¨Ö¢Ü¢áªº·L³B²z¾¹·s·ç¥K¡]Cyrix¡^³¡ ªù¡A³o±N¬O¤@¤E¤E¥\|¦~°ê¤ºÁpµØ¹q¤l¦b¢Ñ¢Þ¢ã(¤¤¥¡·L³B²z¾¹)¥«³õój¦Ð¦ÓÂk«á ¡A²Ä¤@¦¸¦A¦³¥x°Ó¸ó¤J¢Ñ¢Þ¢ã²£·~¡A·N¸q«D¤ñ'M±'¡C Brian Halla thinks that Jalapeno is really hot, but he has quite the ¥ for our Taiwanese Szechuan. Most people describe it as [multiple expletives deleted]. ¡@¤µ¦~¤¤ëª¿²Î¬ì§Þ«Å§G±N¦b¤U¥b¦~¶Ò¶°·s¥x¹ô¤@¦Ê¥\|¤Q»õ¤¸¸êª÷¡A¥Î¨Ó¿³«Ø ¤K¦T'¹¶ê¼t¡A¤Þ°_¥~¬É¾_¾Ù¡F¦Ó«Â²±¦¹¦¸¤]·Ç³Æ¥Hµo¦æ®ü¥~¦s°O¾ÌÃÒ¡]¢Õ¢Ò¢à ¡^¤Î¥iÂà¶Åªº¤è¦¡¡A¶Ò¶°¤@¦Ê»õ¤¸¸êª÷¡C¥Ñ©ó«Â²±¸ê¥»ÃB¶È¤Ü»õ¤¸¡A¥Ø«e¤â¤¤ ²{ª÷¤ô¦ì¹F¤Ü¤@»õ¤¸¡A¤µ¦~¤S¦³¤Q¤»õ¤¸¥H¤W¥»·~¬Õ¾l¶i±b¡A¤â¤¤¥u»Ý«O¦³¤Q »õ¤¸¥H¤º²{ª÷§Y¥i¥¿±'Àç¹B¡A¦¹¦¸·Ç³Æ¶Ò¶°¦Ê»õ¤¸¸êª÷ªº¥Î³~¬°¦ó¡H¥O¥~¬É¬Û ·í¦n©_¡C Running dog Intel spends more on lawyers and lawsuits than on suitable chipset development. ®Ú¾ÚEBN ¥~¹q³ø¾É«ü¥X¡A¢Ü¢á¹wp±N·s·ç¥K·L³B²z¾¹¨Æ·~³¡¥H¤T»õ¤¤d¸U¬ü ¤¸¥X°â¡A¤]ÃÒ¹ê«Â²±¤]©M¸Ó¤½¥q±µ¬¢¤¤¡A¦Ó¾Ú®ø®§¨Ó·½«ü¥X¡A«Â²±¹wp¥X¸ê¤ ¦¨¡A'«¨¥¤§¡A«Â²±±N¥X¸ê¤@»õ¤C¤d¤¦Ê¸U¬ü¤¸ÁÊ¶R¤@¥bªÑÅv¡A¥t¤@¥bªÑÅv«h«ù Äò¥Ñ¢Ü¢á¾Ö¦³¡C¾Ú¤F¸Ñ¡A¢Ü¢áÁ'µô»®©Ô¤]¦b¤»¤ëªì¨Ó¥x±µ¨ü'CÅé³X°Ý'£¤Î¡A±N ¦b¤»¤ë¤T¤Q¤é«e§¹¦¨·s·ç¥K¢Ñ¢Þ¢ã³¡ªùªº¥X°â¨Æ©y¡A¦]¦¹¹w®Æ¦¹¦¸«Â²±©M¢Ü¢á ¦X§@Ãö«Y¡A¨ä²[»\½d³ò±N¤£¶È¤î©ó¶¡±µSlot 1±M§Q¥æ¤¬±ÂÅv¡A¥¼¨Ó·L³B²z¾¹²£ «~©M¬ÛÃö§Þ³N¬ãµoµ¥±N¥]§t¦b¤º¡C As we say here in Taiwan, let's get one thing Strait: Mama's Boy Intel can't hide behind Slot 1 nonsense forever. °w¹ï¦¹ÂI¡A«Â²±¤º³¡¥DºÞ¨Ã¥¼¥¿±ÃÒ¹ê¡A¤£¹Lªñ¤é½T¦³«nµ¦²¤Áp·ù¹ï¶H§Y ±N«Å§G¡A¨Ã¥¼±Æ°£»P¢Ü¢á§ó¬°±K¤Á¦X§@ªº¥i¯à©Ê¡C«Â²±ªí¥Ü¡A¶°¸ê¤@¦Ê»õ¤¸«Y ¬°¤F¼W¥[¤½¥qÄvª§¤O¡A¥Î©ó¹ï¥~µ¦²¤Áp·ù»PÁÊ¨Ö¥Î³~¡C¸Ó¤½¥q¥Ø«e¿n·¥'Â¦VÓ ¤H¹q¸£'¹¤ùµo®i¤è¦V¬ãµo¡A¨Ò¦p¨t²Î³æ'¹¤ù³]p¡]¢á¢Ý¢Ñ¡^±N«P¨Ï·L³B²z¾¹©M «n¡B¥_¾ô¾ã¦XÁÍ¶Õ¡C¦]¦¹¡A«Â²±±N'M¨D©MÃ¸¹Ï'¹¤ù¼t°Ó©M·L³B²z¾¹¼t°Ó¦X§@¡A ¥H»°¤W¥«³õÁÍ¶Õ©M¼é¬y¡A¦ý«Â²±¤]±j½Õ¡A¥Ø«e¿n·¥¶i¦æ¤¤ªº¦U¶µµ¦²¤Áp·ù¨Æ©y ¡A¨Ã«D©M¥«³õ¬J¦³ªÌÄvª§¡A¦Ó¬O¬°¤U¤@ªi²£·~§Þ³N§@·Ç³Æ¡C New CEO of NSM/Via joint venture will be "Cyrix" Tsui of Lattice. Having just made 1 out of 2, will now attempt to make 2 out of 1. ¾Ú¤F¸Ñ¡A¦³·~¬É¤H¤h²q'ú¡Aªñ'Á«Â²±¿n·¥¶i¦æPC 133'¹¤ù²Õ±À¼s¡A¥H¤Î©M¢Ü ¢á¬¢½Í¢Ñ¢Þ¢ã³¡ªùÁÊ¨Ö®×¡A¦]¦Ó³y¦¨^¯Sº¸¦¹¦¸±±§i«Â²±Slot 1±M§Q«IÅv¡C¥Ø «e»P«Â²±¦X§@ªºÃ¸¹Ï'¹¤ù¡]¢ä¢Õ¢Ï¡^¼t°Ó¦@¦³®õ¹©¡]Trident¡^©M¦°¤W¡]¢á¢²¡^ ¡A¦pªñ¤é¥¿¦¡«Å§G©M¢Ü¢á½d³ò¼sªxªº¦X§@Ãö«Y¡A±N¨Ï«Â²±¹q¤l¤½¥q»PÄvª§¹ï¤â ^¯Sº¸¡A¦P®É¨ã³Æ¦b¢Ñ¢Þ¢ã¡B'¹¤ù²Õ¡B¹q¸£¶gÃä±±¨î'¹¤ù¡Bºô¸ô±±¨î'¹¤ùµ¥¥þ ¨t¦C¬ÛÃö'¹¤ùªº§Þ³N¾ã¦X¯à¤O¡A¹ê¤O¦pªê²KÁl¡A¥¿¦p¦P«Â²±Á'¸g²z³¯¤åµa³Ìªñ '¿¤½¶}ªí¥Ü¡G¡u«Â²±±N¦¨¬°¨È¬wªº^¯Sº¸¡v¡C Venture capitalists realize smart opportunity is in PC133, particularly with Samsung announcing 1Gb DDRDRAMs for sampling later this year showing long-term technology path/iter/via. - Tad LaFountain

To: Yougang Xiao who wrote (63773)	6/30/1999 9:08:00 AM
From: milan0	Respond to of 1575556

Another Cyrix news that I get from CNNfn (the South Portland fab is not part of the present deal): National Semi sells chip unit Taiwan chip set maker buys PC chip business from National Semiconductor June 30, 1999: 10:59 a.m. ET TAIPEI (Reuters) - Taiwan's Via Technologies confirmed Wednesday it was buying National Semiconductor's PC microprocessor business. Ted Lee, sales and marketing chief at the Taiwan chip set maker, said a review of the Cyrix business left him convinced it was a viable despite having to compete directly with the world's dominant central-processing unit maker Intel Corp (INTC). "We are not afraid to compete directly with Intel," Lee said. "We have had many fights with Intel before. Actually our president, Chen Wen-chi, used to be a CPU designer at Intel. "Despite the tough competition with Intel, we will continue to develop the Cyrix line," Lee said. Details sketchy Lee refused to put a value on the purchase, saying that some details of the deal remained sketchy. Further details would be given in due course, he added. Lee said Via Tech would raise T$10 billion ($309) to finance the deal in the second half, issuing rights shares and overseas convertible bonds. The deal with National Semiconductor (NSM) includes the transfer of Cyrix chip research and development and marketing but no microchip manufacturing capacity, although Via confirmed it was among the bidders for National's CPU plant in South Portland, Maine. Lee said the deal would not affect Via Technologies' relationships with other microchip makers, though it was not clear what would become of its license to create chip sets based on Intel Pentium chips. The accord involves only National Semiconductor's x86 line of Cyrix chips - central processing chips that are compatible with Intel's Pentium line. National will retain its Colorado design center, where it will continue to develop its Cyrix MediaGX line of special-use CPUs. Copyright 1999 Reuters. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.

To: Yougang Xiao who wrote (63773)	6/30/1999 10:54:00 AM
From: tejek	Read Replies (1) \| Respond to of 1575556

Yougang The more I read about the possible purchase of Cyrix by Via, the more I think this will create much greater problems for intc than AMD. ted

To: Yougang Xiao who wrote (63773)	6/30/1999 12:57:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1575556

Yougang, national.com The press release doesn't say it but the $350M number seems to be right number (at least the most rumored). I was hoping that Intel would do a last minute stunt to take Cyrix off the street but didn't quite work out that way. Rumormill says Cyrix's socket370 is ready for production pretty much immediately with PR ratings north of 400. Well, if that is true, there goes any hope for sanity in the low-end pricing (which both Sanders and Barrett alluded to in the recent past). Chuck P.S.: No analyst cautions on INTC yet. I am out of the INTC short, ahead of the FOMC meeting, at a tidy profit.