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


To: FJB who wrote (22009)12/12/1997 12:06:00 AM
From: Investor A  Respond to of 33344
 
Intel claimed "'WE PUSH TECHNOLOGY AS FAST AS WE CAN'"

It is quite a laughable joke from Intel! They claimed the manufacturing refinement as their technology achievements. This company even could not smooth the edges of these illegal copies from Alpha, Cyrix and others. After i486DX, every of their MPU and chipsets have been bug rich. It took Intel more than two years to perfect the driver for their FX chipset.

Now, they claimed they have technology. It simply makes me sick!



To: FJB who wrote (22009)12/12/1997 12:06:00 AM
From: Joe NYC  Read Replies (1) | Respond to of 33344
 
To All,

I just noticed that Real World Technologies is selling 166 MHz PR-200 for only $119. The premium for 166 MHz version over 150 MHz version used to be higher. This one should easily overclock to 2.5 x 75 == 188 MHz, or PR-233.

realworldtech.com

Joe



To: FJB who wrote (22009)12/12/1997 2:46:00 AM
From: Scott Sterling  Read Replies (1) | Respond to of 33344
 
I wonder what they teach these writers in journalism school?

Here's a fair comparison from the article:

Case in point: One eight-inch wafer of Intel's tiny 233-Mhz
Pentium MMX chips contains an estimated 211 chips worth $125,000.
The same size wafer of larger 180-Mhz Cyrix MediaGXs is worth only
$8,100, says Micro Design Resources. That's why Intel doesn't want to
squander space by adding features such as multimedia and
networking.


And I wonder if this is what Andy tells analysts at his next conference call? (Quote from Intel President Barrett)

"We're going down the road at 150 miles per hour, and we know there's a brick wall someplace"

I'm sure investors will be very relieved to know that :-)



To: FJB who wrote (22009)12/16/1997 1:20:00 PM
From: patrick tang  Read Replies (2) | Respond to of 33344
 
What going on w/M2???

PR200 retails for <$100 = supply greatly exceeds demand?

PR233 retails for >233PMMX = no PR233 yield?

Is this why they took such a big write-off for lasdt Q for potential inventory adjustment?

Can Cyrix/NSM really stay in non-GX market and go head-to-head with Intel? When can GX margins be big enough to underwrite this M3/4/5 type of money-losing R&D projects?

patrick tang