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: Joe NYC who wrote (22726)	1/6/1998 7:00:00 PM
From: FJB	Read Replies (2) \| Respond to of 33344

Way off topic web.mit.edu

To: Joe NYC who wrote (22726)	1/6/1998 7:10:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 33344

Joe, I just don't know. IBM's use of quarter micron for the GXm is surprising, though. The low speed grade must be to make sure that they can supply Compaq at their advertised speed in January and February. At 0.25u, the sweet spot must be at least 233 Mhz. Hopefully, there's not something in the extra integration that is limiting the clock. I wonder if Forrest can lend any insight. I have to believe that Compaq will introduce a $599 233 Mhz GXM desktop in March. It will be a long two months to the next conference call, but when it comes, NSM/Cyrix should have all their ducks in a row. Pravin.