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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: Robert Sheldon who wrote (32974)7/16/1999 1:10:00 PM
From: AB  Read Replies (1) | Respond to of 33344
 
This article says that the Geode is actually sampling!

zdnet.co.uk

My guess is that the samples are "0.25um" but this type of product would be much better power wise in even NSM's alleged 0.18um process and thus some more time is needed to port to 180nm.

Also, anyone care to speculate how a S370 Gobi with improved FPU, 256k L2, and 133 MHz FSB would compare to PIII and K7?

Anthony

PS Out of AMD and added to NSM position.



To: Robert Sheldon who wrote (32974)7/16/1999 1:14:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 33344
 
Robert - Re: "Bandwidth will solve all the shortcomings of 266MHz. Wasting bandwidth will replace speed in the future. "

Yeah, sure !

That day will never come.

Re: "perhaps that is why the
price is up so much since you decided to short NSM?"

The price is up - no doubt about that - but didn't short NSM - I sold August $20 puts - which is a short term "long" position.

Lucky me !

Paul


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