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: Steve Porter who wrote (22776)	1/7/1998 8:49:00 PM
From: robert scheb	Read Replies (1) \| Respond to of 33344

Steve Personally I think your right. What do you think the margin is on GXm? Wasn't the price $114 in lots of 1k? Margins of 50% sound right? Scheb

To: Steve Porter who wrote (22776)	1/7/1998 8:57:00 PM
From: FJB	Read Replies (1) \| Respond to of 33344

Steve, RE:The 6x86MX.. it seems fairly obvious that this chip has either been discontinued or that production has been drastically cut. Yes, clearly there has been some type of interruption in supply. I'm not going to speculate about the whos and whats, because it does us no good. It may have been temporarily discontinued, but Swearingen of Cyrix said they would be building them at TSMC. So maybe they are waiting for more respectably clocked parts from there. So what happened to the MX wafer capacity at IBM? That's the big question in my mind. techweb.com Bob

To: Steve Porter who wrote (22776)	1/7/1998 10:56:00 PM
From: Robert G. Bianchi	Read Replies (1) \| Respond to of 33344

Steve, You missed an important reason that 6x86MX volume has been drastically cut. The Foundry Agreement(i.e., the added capacity) expires at the end of 1997. I suspect that production has been diverted to the MediaGX and MediaGXm. No doubt, Cyrix switched most of its wafer starts from 6x86MX to the MediaGX and MediaGXm. If Cyrix uses its current wafer capacity at IBM for MediaGX & MediaGXm's, I suspect that about 1.1 Million chips per quarter could be shipped. This should give National sufficient time to ramp-up its foundry for very high volume MediaGX, MediaGXm and 6x86MX shipments in 2Q98 calendar year quarter. Bob