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

To: Scumbria who wrote (23655)	2/10/1998 12:30:00 AM
From: Craig Freeman	Read Replies (2) \| Respond to of 33344

Scumbria, we are talking about IDTI because neither INTC nor NSM has given us much to chew upon lately. Let's face it ... whether IDTI can crank out 300MHz 486 chips or if CYRX can make a 200 Mhz chip work like a Winchip at 300Mhz, who in heck is going to buy these things? Korean MB makers? (yeh ... that's the ticket ... just as soon as they can post their import clearances). Intel spends more on advertising than most spend on production so it is going to take a WHOPPER advance in chip tech to make a difference. Thusfar, IDTI hasn't a hope in heck of delivering on that promise but NSM/CYRX does offer a reasonable chance. Until something of substance is reported, could we kindly get back to the facts and could the pro-IDTI folk please go back to their own thread? If they do not, the AMD people are likely to arrive followed thereafter by the :trans-capacitor" folk, and then we will have to revisit Roswell again, and again, and again. Fuchi, PLEASE tell us all about the latest in MB tech. Speaking for myself, I could use a reality break. Craig

To: Scumbria who wrote (23655)	2/12/1998 12:07:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 33344

I don't have details on the C6+ except that they have had silicon for a while and the parts are testing out fine. At this point I haven't concerned myself with with their ability to produce the higher speed grades or how the bump up will occur. They have been flat out sold out for several weeks out so the big question is how fast they can ramp any parts. They are running at 0.25 um in Oregon now and that is likely to become the process they go with as they move forward. I've been told that the parts are yielding a good percentage at 266 in the 0.25 um process - as you'd expect. Some parts are said to yield at 300 Mhz but probably not a high enough percentage to make a big deal about it. Those will probably end up in their personal PCs! What IDTI has emphasized to me is that the parts are not just small (88 mm at 0.35), they use a simplified memory cell architecture and other design and process technologies and are at just 4 metal layers. Each aspect of the process flow has a multiplier effect on overall yields.