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

To: Investor A who wrote (22364)1/1/1998 8:25:00 PM
From: Joe NYC  Read Replies (1) | Respond to of 33344
 
Fuchi,

Don't forget the costs on depreciations, employee retire funds, investment risks on fab and the time cost.

I agree about the time cost. It is the most important reason, with ability to raise capital to build fabs close second.

NSM, with it's fab resources is not ready to respond to the opportunity GX, GXm and MXi present. But over time, I think NSM will need to add more of their own, ultra-efficient fabs to stay in / ahead of the game.

Joe


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