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

To: Steve Porter who wrote (25213)	10/21/1997 4:46:00 PM
From: Yousef	Read Replies (1) \| Respond to of 1576465

Steve, Re: "TSMC (one of the biggest fabrication organizations in the known universe) will start cranking out Cyrix chips, no doubt at excellent yeilds. " Just be aware ... TSMC doesn't offer "leading edge" technology. They will sell you mid-performance .35um technology. If Cyrix/NSM sets their product plan appropriately, maybe this won't be a problem. However, this will relegate Cyrix/NSM to the <$1000 ... to be soon <$500 market segment. The margins will be slim and any execution error will result in losses !! In regards to your comments on AMD, I think that AMD's lack of execution has placed AMD in direct competition to Cyrix/NSM. They have to "dump" all their excess inventory of 166mhz parts !! Make It So, Yousef