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

To: FJB who wrote (21685)	12/5/1997 2:56:00 AM
From: Investor A	Read Replies (1) \| Respond to of 33344

800 millions PC and $500 full-function PC again! Naturally, Cheap PCs will affect the consumer market as well. You'll see second and third computers in the home, and a growing trend to provide computers in the classroom. Analyst Mark Anderson of Strategic News Services says the Cheap PC will increase the potential PC market from today's 300 million devices to 800 million. It will change the competitive landscape too. Intel and its rivals will compete to put more functions onto the main microprocessor. Digital-signal processing, RAM, multimedia acceleration--tasks once performed by extra-cost, add-on chips--will be built into the CPU instead. Fewer chips mean even lower PC prices. zdnet.com 1. It takes technlogy, very serious technology, to bring PC into $500 territory. NSM has the technology through their merge with Cyrix; Intel hasn't had the technology to integrate so many sub-systems on the chip without degrading the system performance. 2. Intel was forced to enter the sub-$1,000 PC market without any roadmap in advance, and will become the biggest loser of the revolution due to the margin erosion and the losing market share. 3. If the PC/Information appliance market did explose to 800 million, who would be the biggest simple winner? NSM, of course! Fuchi ... who loves Cyrix's innovations Please support the PC industry & protect consumer interest techstocks.com