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To: Buckwheat who wrote (4223)	2/4/1998 12:54:00 AM
From: Ali Chen	Respond to of 6843

Buckwheat, re<Cyrix-P2> I think it is not serious. By the time when Cyrix reverse-engineered the P-II, re-wrote it for their silicon technology, the Slot-1 will be dead. In addition, I believe that the design is not separable from technology (at these speeds), and different ends of NSM design will not fit, and speed grades most likely will be far behind Intel. IMHO. <speeding up acceptance of Slot 1?> There is no such thing as "acceptance". Everything is at Intel's mercy. I have heard stories that to enforce the "acceptance", Intel agree to sell their old Socket-7 chipsets only with a truckload of 440LX. On the other hand, it looks like the P-II percentage in Intel's product mix is limited by their manufacturing capacity - the P-II die is MUCH bigger than those for P-MMX. I believe they just fill the gap in demand with these obsolete Pentiums-MMX. As soon as they move to 0.25, the "acceptance" could be 100% unless AMD deliver comparable or better performance with K6-3D+ chip. Time will tell (sorry, Brian, for borrowing):-)

To: Buckwheat who wrote (4223)	2/5/1998 3:36:00 AM
From: greg nus	Read Replies (1) \| Respond to of 6843

$1wee, by the time cyrix reverse engineers a Pentium II Intel will be on to a new generation. Cyrix will have spent $1bill on R&D and be 24 qtrs behind the marketing product like cycle. by then the price wil colapse and everything Yousef says about Amd would apply to Cryix. Short NSM. No ax to grind. Product problems from Cyrix and flooood of competition from Asian fabs indicates the stock is over priced. It was a better short at 32 but at 24 it has broken 20,50 and 200 day support and is in a freefall to 15.... sorry Fuchi san but the fundimentals have changed for NSM.http://investools.com/cgi-bin/charts.pl