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

To: Big Bucks who wrote (22470)	1/4/1998 11:00:00 PM
From: Yousef	Read Replies (2) \| Respond to of 33344

BB, Re: "Hybrid analog+digital circuits become more prevalent the need exists to lower voltage requirements to co-exist with pure digital devices for laptops and other personal communication devices." The problem is that pure CPU digital processes have different FET characteristics and it will take some time for NSM to get competitive. Intel and probably AMD are already working on .18um process technology ... while NSM is almost 2 generations behind!! What do you see as NSM's business strategy and competitve advantage over other CPU manufacturers?? ... What is the compelling reason to own this stock?? Make It So, Yousef

To: Big Bucks who wrote (22470)	1/4/1998 11:16:00 PM
From: Yousef	Read Replies (1) \| Respond to of 33344

BB, Re: "I was under the impression that it was preferred to get the fastest device transition switching times with minimal slew at the lowest possible current and maximum efficiency using designed device gate length and dopant characteristics.<G>" With your analog experience ... you wouldn't happen to work at Comlinear Corp?? BTW, the best pizza I have ever had was at Cozzola's on Linden. Make It So, Yousef

To: Big Bucks who wrote (22470)	1/4/1998 11:42:00 PM
From: StockMan	Read Replies (2) \| Respond to of 33344

No Bucks, Re -- upgraded their fabs with state of the art equipment sets. They will be doing 0.25uM geometry technology this year, probably by May-June in a production Yeah right, May-June. Sure... Of course you know that equipement is not the only thing, just ask AMD. They have been at it for a few years now. NSM is just now starting... It will be a while. Maybe they like losing money. Soon they will dump that loser Cyrix and Mr Halla to boot. NSM is a DUD for a long time.. Stockman