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

To: Kevin Khater who wrote (23228)	1/23/1998 7:45:00 PM
From: Yousef	Respond to of 33344

Kevin, Re: "I have a question. If AMD is a technology leader, why are their yields so bad? If they do have superior technology ..." The answer to this is that to really compete with Intel on the high-end of the PC business ... AMD had to take bigger risks and try to develop unit processes (like local Interconnect and now Copper Interconnect) that would give them a distinct advantage. It turns out that AMD was not able to implement these at high yields ... so their gamble to date has not paid off. Actually, Intel has better manufacturing and faster FET's/devices than AMD ... this turns out to be a better strategic advantage than developing complex unit processes for smaller die size!! NSM/Cyrix could fill a niche role as a low price system-on-a-chip for first time buyers ... as far as competing on the high-end (PII @ 333mhz), I don't give them any chance. Make It So, Yousef