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

To: FJB who wrote (23673)	2/10/1998 3:26:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 33344

Bob, Notice couple of sentences in the story: biz.yahoo.com National will invest $100 million to $150 million company-wide in the project over the next 18 months, Halla told Reuters. The question is what is included in this amount. It can include all of the ongoing Cyrix R&D plus R&D already under way for other components. It probably does not mean additional $100 to $150 million. The Israeli design centre, which employs 200 workers, mainly engineers, will add 70 more employees to work on the project. The center already exists. They are just increasing the head count by 35%. I think Brian Halla should start delivering on some old initiatives before he starts new ones. Or before he makes any new acquisitions. Joe

To: FJB who wrote (23673)	2/10/1998 4:03:00 PM
From: patrick tang	Respond to of 33344

Re: they really want to put the whole thing on ONE chip(except memory) By the time it gets to 0.18um in 18 months, that ONE chip will include 8M to 16M DRAMs, more than enough to run Windows CE. patrick tang

To: FJB who wrote (23673)	2/10/1998 5:18:00 PM
From: Frank	Respond to of 33344

Well, it is an integration job. NSM has been buying all these companies, each with some expertise that contributes to a computer on a chip concept, but someone has to draw it together, simulate, verify, do the layout, maybe build reference platforms, write software drivers, etc. At the same time, it would be advantageous to have a presence in the rest of the market with all those chips already talked about. So, all the money might not flow to one place. Hardware compatibility verification for a one chipper seems like an enormous undertaking - just doing a naked processor is daunting enough. Even Intel blows it regularly, what with fdiv, etc. Frank