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: Yousef who wrote (22465)	1/4/1998 9:50:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 33344

Yousef, IBM has leading edge process technology but they never applied it to the 6x86 or the MediaGX at the time it was leading edge. They save it for the PowerPC and other loser chips. IBM basically milked Cyrix for what they could get out of them. Just like they are doing to AMD now. As a part of NSM, Cyrix's earnings will be embedded in NSMs earnings. By some extrapolation you may be able to figure Cyrixs part of it. It will be a couple of quarters until Cyrixs contribution becomes relevant, IMHO. I'm sure there are some other opinions out there. Jim

To: Yousef who wrote (22465)	1/4/1998 9:51:00 PM
From: AB	Read Replies (1) \| Respond to of 33344

Yousef, Why do you call NSM a technology follower? Yes, they may be a few months behind on the .25um curve, but remember this is NSM which is primarily an analog shop. I would bet that they are running a lot of rather exotic, leading edge processes for the RF, power chips, etc, etc. They probably have a lot more process expertise than a LOT of other companies. Lets see how many GXm products are announced at the CES and the next couple of weeks before you label NSM a loser. I'm betting NSM is going to sell a LOT of GXm chips in 98! Anthony