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

To: AB who wrote (22475)	1/4/1998 11:47:00 PM
From: Yousef	Respond to of 33344

Anthony, Re: "It sounds like you are selling analog circuits short and/or are not familiar with analog IC design." No, I am just saying that a digital process is much different than an anlog process ... to assume that a company can go from one to the other is faulty. BTW, Analog design is very difficult and experience really pays off ... not as well modelled and understood as digital. A high performance CPU process requires optimization of devices that aren't done for analog, that is my point. It will take some time for NSM to "come up to speed" to be competitive. Re: "NSM's business model already counts on lots of low priced chips. Does INTCs?" Cyrix is currently losing money ... Intel is the low cost manufacturer for CPU's. If Intel decides to design a CPU for the low cost market, then NSM/CYRX will be in serious trouble. From reading this thread, it sounds like Cyrix/NSM is planning on using TSMC as a foundry for Cyrix CPU's. Again, this is a higher cost structure than for Intel AND TSMC's processes are no match from a performance standpoint ... period!! Also, wasn't NSM in the CPU business a few years ago ... they have been "wildly" successful?? Make It So, Yousef