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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Joey Smith who wrote (47126)	2/4/1998 12:05:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Joey - Re: "What do you make of the prediction that NSM will enter the high-end business??" It sounds to me like a "dare". Intel is conceding that they have the right to use Intel's patents. They still have to completely reverse engineer the Deschutes and/or Merced chips and the Slot 1 And the Slot 2 and the transaction bus and the SMP hardware. Then, NSM has to come up with a competing wafer fab process technology. Then NSM has to borrow about 8 BILIION DOLLARS to build 4 wafer fabs to manufacture these chips. The one they are working on will put them in AMD's position - everything rides on that one, untried and unproven wafer fab. Now.. Brian Halla's wafer fab experience is essentially nil. National has always had a good reputation as a first rate analog house - but NEVER as a digital house. Intel is daring them - spend the money, spend the time, roll the dice and pray NSM doesn't come up "snake-eyes". I heard Brian Halla interviewed twice on CNBC - about 9 months ago and again about two months ago, right after the Cyrix acquisition completion. He sounded calm, cool, cocky and confident as if he had just purchased the keys to the kingdom in return for a few sheets of NSM shares. On last night phone's conversation, Halla was nervous, fumbled for words, noticeably danced around strategic issues which he didn't directly answer. His confidence is shaken badly, if not gone altogether. Now that NSM has full access to Cyrix's books, documents, customers, creditors, and engineers, the skeletons buried inside are becoming evident. And NSM will have to deal with them. This was all predicted months ago. Paul