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

To: robert scheb who wrote (33066)	8/2/1999 9:50:00 PM
From: Craig Freeman	Read Replies (3) \| Respond to of 33344

Robert, re: "Care to take a look ... the GXLV series" My first response is one of amazement that NSM would offer chips at three different voltages from 2.2V thru 2.9V when only one is needed ... the lowest. The fact that NSM priced only one of these beasts ... the 2.2v version, tells the tale. $59.40 in 100+ lots for their 200MHz model at 1W. Folks ... this baby would sell like hot cakes in all kinds of markets for <$30 (<$20 in 10K+). At $59.40, it's still in the design stage (all the remaining -- higher powered -- categories represent production problems and a 0.35u line width). Repeat ... a 0.35u line width. Side Talk: I get newsletters all the time telling of how this company or that have managed to speed things up and reduce the power draw until you could run a factory on penlight cell for a decade. Modern chips can do wonders with 100ua (~0.2 milliwatts). If you have Watts to burn and a power cord budget, you can call Intel. The world needs gadgets that run on AA batteries instead of costly Lithium-Magnesium-Nickel-Cadmium--Explosive Toxic Waste-Hydride monsters. When that happens, sales will rocket. It's a crying shame that Intel was prohibited from buying CYRX. Imagine the things you could today have if the CYRX PCOAC design was available in 0.18u today and 0.13u tommorrow. Craig

To: robert scheb who wrote (33066)	8/2/1999 11:34:00 PM
From: Joe NYC	Respond to of 33344

Robert, I think it is quite impressive that they brought down the power to 1.5W to 2.5W on .35u process. I think the IBM version started at 4.5W for 200 MHz part (if I remember correctly). They must have done some tweeking with the design and process technology. But as Craig said, where is .25u or .18u part with even lower power consumption running faster? In this industry, if you stop moving, you die. They made a good move in power consumption area, but they are stuck at the same performance level. If this was MXi, with the same parameters, I think it would be extremely attractive. Joe