Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (39831)	11/10/1997 3:43:00 PM
From: Richard Tuck	Read Replies (2) \| Respond to of 186894

Paul, I don't see Cyrix moving away from IBM as a foundry source. National wants to be at 0.25um, but as AMD proves, wanting to be there and actually being there are two different things. By the time National gets to 0.25um, Cyrix will need 0.18um. Richard

To: Paul Engel who wrote (39831)	11/11/1997 1:05:00 AM
From: Joe NYC	Respond to of 186894

Paul, Are you up to date on whether IBM will use this process for Cyrix's new devices or if they (Cyrix) will abandon IBM ME when they are fully absorbed into National Semi? I believe NSM intends to maintain the current agreement between IBM ME and Cyrix. I have seen no news if it will be renewed when it expires. As far as Cyrix using 7S process, I have seen no news, not even rumors about it. I think the plan is to use the .27u process for PR266 by the end of this quarter and then .25u process 4 layer process in early 98. The road map continues with .25u 5 layer C4 process in 2H 98. While it is less aggressive than AMD, likelihood of achieving high yields is high. Joe