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To: Jim McMannis who wrote (37167)	10/21/1997 3:50:00 PM
From: Yousef	Read Replies (1) \| Respond to of 186894

Jim, Re: "Cyrix/NSM has a unique product and is exploring new areas of the marketing spectrum with it. A much greater chance of success than AMD, wouldn't you think?" I'm not so sure ... I have gotten very good glimpses of NSM's process technology through SEMATECH. NSM is definitely a "process follower" and not a "process leader". Actually, AMD has more state-of-the-art processes in production for advanced CPU's than does NSM. If this is NSM future "process plan", then NSM/Cyrix will be relegated to the <$1000 market ... followed by the ... <$500 market!! Making a profit in this area will be extremely tough. NSM/Cyrix will always be "a speed bin short" !! Make It So, Yousef

To: Jim McMannis who wrote (37167)	10/21/1997 3:59:00 PM
From: BlueCrab	Read Replies (1) \| Respond to of 186894

OTOTOT <<tough road to hoe.>> WILL YOU FOLKS USING THIS CLICHE GET IT RIGHT? The proper form is "tough ROW to hoe". I have seen "road" here and on other threads at least five times in the past few weeks (hint - lots of down days) and as a former farm child it is gettin' to grate on me. One does not hoe roads, one hoes rows - of veggies, usually, and a tough one is full of big clods, weeds and rocks. Thank you for allowing me to vent... (Jim - not directed at you, particularly...) Best to all, Jeff

To: Jim McMannis who wrote (37167)	10/21/1997 7:58:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Jim - Re: " Cyrix/NSM has a unique product and is exploring new areas of the marketing spectrum with it. A much greater chance of success than AMD, wouldn't you think?" Assuming you are talking about the MediaGX, I agree. (The 6x86MX is in the same boat as the K6). Cyrix's MediaGX competes in an area where Intel has no comparable part - integrated CPU, graphics, sound, floppy, etc. As such, Cyrix has a good design win with Compaq and a lot of smaller box makers. What is a problem for Cyrix is that NO OTHER BIG companies (correct me if I'm wrong) have signed on to use the MediaGX. I think Gary Stimac pulled in his one and only marker to get the Compaq design win - and has come up empty since then. Down the road, I think Intel is preparing an integrated response to the MediaGX. At this point, it sounds like Intel will add the integration - graphics, sound, floppy/hard disk control, bus drivers, etc.- to the chip set. Intel already has the technology to make a complete chip set in one piece of silicon (440LX) so they can build on this technology with the additions of the peripheral functions. Paul