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To: StockMan who wrote (43829)	1/4/1998 5:04:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 186894

Stockman, Furthermore, this system on a chip is a new concept, and nobody understands what it means. After designing one and selling about a million of copies, and with design of the second one just about wrapped up, I think Cyrix has some idea about a system on a chip concept. NSM is taking a BIG RISK putting his eggs in this basket. NSM/Cyrix will have fairly diversified CPU product line, close to that of Intel. But addressing slightly different markets. The CPU food chain will look something like this (after introduction of Deschutes): Server: Deschutes Medium performance workstation: P-II 6x86MX K6 Pentium MMX IDT low end home PCs MediaGX When Cyrix MXi is introduced, it will be in a new category - high performace home/game PC, giving Cyrix 3 different chips to compete with, addressing all markets except the server market. More importantly, 2 of the 3 Cyrix chips will be in uncontested markets: MediaGX and MXi, while 2 of the 3 Intel chips will be in highly contested market: P-II and P-MMX. I think AMD has the weakest line-up, serving only one market that is the most hotly contested, until the new K6-3D and K6+3D appear. If you didn't notice, NSM has an agreement with TSMC, the world's biggest foundry, to produce chips, in addition to NSMs own fab coming on line next year + existing IBM capacity. To me, NSM strategy has fairly low risks with good upside potential. Joe

To: StockMan who wrote (43829)	1/4/1998 11:28:00 PM
From: Paul Engel	Respond to of 186894

Stockman - Re: "NSM has no clue about the CPU business " That is not entirely true. National designed, manufactured and sold the 32000 family of CPUs in the 1980s. These included the 32016 and 32032 and a product called the "Swordfish" announced with great fanfare at the Microprocessor Forum in 1990 or 1991. This was to be a 100 MHz world beater! The 32016 wa actually designed in to the first Sequent computers many years back. The success of NSM in establishing and growing this busines is truly astounding - giving NSM their rightful place in today's CPU industry which they deserve. Anybody seen a 32xxx processor in the past 8 years? Admittedly, Brian Halla wasn't part of NSM at that time - but most of today's NSM was still there. Will things be different? Fuchi sure thinks so! Paul