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To: Ian Davidson who wrote (47115)	2/3/1998 11:31:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Ian - Re: "Here's one for Fuchi:" Do you mean Fuchi...who loved Cyrix's Innovation? Paul

To: Ian Davidson who wrote (47115)	2/3/1998 11:49:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Paul, What do you make of the prediction that NSM will enter the high-end business?? First of all, they assume Intel has licensed Slot 1 & 2 as part of this cross-licensing agreement. I would think the last thing Intel wants to do is invite competition on the high-end. This "prediction" seems very far-fetched to me. thanks, joey One direction may be toward the high end, analysts say, and that's where the today's settlement comes in. Under the deal, National and Intel settled a patent infringement lawsuit and extended a broad cross-licensing agreement that will allow Cyrix to duplicate the Pentium II. (See related story) "I think they will go for the high end with [the Pentium II]," said Richard Belgard, a semiconductor industry analyst at the Microprocessor Report. The company could decide to make Pentium II-compatible chips for use in high-performance, low-cost systems. Or it could produce chips for use in powerful server and workstation computers, a market Intel is already targeting with upcoming revisions to the Pentium II.