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

To: robert scheb who wrote (23017)	1/16/1998 10:46:00 PM
From: Bryan Stephens	Respond to of 33344

The very presence on this thread of 'Stockman', et. al. is an affirmation that NSM/Cyrix is on target. Intel has painted itself into a corner with a high margin business strategy. Unfortunately for them, the computer market has swivled around them, and they still don't 'get it'. Remember, Andy Grove was 'poo-pooing' the low cost, under $1000 market just a few months ago. CPUs are a commodity product. The name of the game now is 'value'. The pendulum swings. Bryan

To: robert scheb who wrote (23017)	1/17/1998 1:20:00 AM
From: StockMan	Respond to of 33344

Robert, Re -- Pentiums will have to get real cheap to beat cost of GX systems. Remember system on a chip? The point you are missing is that it doesn't have to be the CPU, but the chipset (seperating the two development and manufacturing treadmill) which can have all of the functions (modem, sound etc..) integrated in it. Thats where the GX failed (yes it was a failure, only becuase of compaq connections, and marketing did it sell 1m or so). It was an inferior design, and that's why it has fallen behind. Currently they have a 220 Mhz version in the lab, but it compares to a P166 MMX (remember the PC magazing benchmark, and the extra cache on the MMX) That's why NSM would do well to junk all of that stuff and start afresh, the "system on a chip". Unfortunately, VLSI, LSI, MOT, LU, Intel etc.. already have a head start on this. Yup, NSM will likely miss the system on a chip thing, and will be relegated to selling SuperIO and RF chips. Stockman