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: Jim McMannis who wrote (22805)	1/8/1998 1:55:00 PM
From: Bill Rau	Read Replies (2) \| Respond to of 33344

Jim, You're probably right--you present the most plausable scenario. That said, I still think Cyrix has a very good chance for a big design win for the corporate computer market sometime this year. The cost of ownership issue and new software solutions to that problem means that there's a big market out there for a low-cost business box. Both the Media GX and the IDT C6 seem ideally suited for this market segment.

To: Jim McMannis who wrote (22805)	1/8/1998 7:09:00 PM
From: kash johal	Read Replies (2) \| Respond to of 33344

Jim, IMHO compaq has really screwed cyrix. The laptop sales will be minimal IMHO. There is clearly price elasticity when the sub $1000 pc was first introduced as PC prices from leading suppliers IBM/Compaq/HP etc were $1500 to $2000. Now these supplier have pretty good machines for $799. I am not sure that a $599 or $699 GXm no name machine will stand a chance against a HP for $799 or Compaq K6 for $799. If you are a first time customer paying a $100-$200 premium for the extra quality/service and name brand is a non-issue IMHO. I think the market has figured this out and that's why NSM stock is in the tank. Cyrix needs to get a 0.25 micron GXm running at 266 to 300 Mhz out there quickly priced at sub $100 or they are dead IMHO. Compaq, HP and IBM will be the winners in the low end market as first time consumers will want to buy a brand name and currently Cyrix has none of these guys in their back pocket for the segment 0 market.