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

To: Pravin Kamdar who wrote (22821)	1/8/1998 9:41:00 PM
From: kash johal	Read Replies (2) \| Respond to of 33344

Something does not compute here. I find it difficult to believe that NSM can not ship enough GXm parts. I think there is a sales problem here not a delivery problem. With the obvious cutbacks in MX production due to performance/demand issues there must be plenty of GXm capacity. I think AMD has been very agressive (perhaps too agressive???) in cutting deals with Compaq/IBM and has cut Cyrix out of the picture short term. I think far east market will still be big winner for GXm where every $ counts but US/Europe may be k6 territory. Best Regards, Kash