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

To: patrick tang who wrote (22085)	12/16/1997 1:24:00 PM
From: FJB	Read Replies (4) \| Respond to of 33344

I don't know Patrick. The number of vendors selling the PR233 has gone down recently. Maybe they are getting out of the Socket 7 business? Who knows, Bob

To: patrick tang who wrote (22085)	12/16/1997 6:29:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 33344

Patrick, I am as puzzled as you are about M2. I think something must begoing on between NSM and IBM. The mix of chips we are getting is horrible. It seems the sweet spot is still between 150 to 166 MHz. The same or only slightly better than end of May when M2 was introduced. We were supposed to get plentiful supply of 188 MHz parts (in millions, later revised to million for the rest of caledar 97). It seems the most we will get is 600K M2s for 1997, with 188 MHz parts still rare. Parts made under IBM .27 process are not materializing. My guess is that NSM will continue with symbolic presence of M2 with part made under .35u process until South Portland can make them under .25u process is ready (Q2 1998). Joe