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


To: Joe NYC who wrote (22732)1/6/1998 8:26:00 PM
From: Badshah J.Wazir  Read Replies (4) | Respond to of 33344
 
Jo,
Cyrix losing to AMD, CPQ desktop business, the real reason is volume/capacity, not the technology. Cyrix's limited capacity is haunting us like a bad dream. NSM got to resolve this and catchup to Intel and AMD on the Mhz curve. I predict the NSM stock will remain under pressure till mid-1998, that is the time frame when real volume production will materialize. Cyrix having won the CPQ lo priced Notebook business is a good omen, since it keeps us on the playing field for future bids when the volume picks up.

Badshah.