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

To: Investor A who wrote (24065)	2/24/1998 8:47:00 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 33344

Fuchi, The FPU and FPMMX enhancements are the most significant, but I'm sure they will be tweeking the integer performance at least a little. But, your point is valid. Did you see this (must read)? techweb.com You know, last year there was so much talk about how AMD and Cyrix were going to beat Intel to a 100 Mhz bus by several months. It looks like the opposite will be true. Whatever you feel about Intel's technology (and I agree with most of your conclusions), you must admit that their execution has been near flawless. I sure hope other memory manufacturers get their 100 Mhz acts together by mid summer. With Intel trying get in bed with Samsung (cash for chip supply), guess where all Samsung's 100 Mhz SDRAM will be going? Pravin.

To: Investor A who wrote (24065)	2/24/1998 8:54:00 PM
From: Joe NYC	Respond to of 33344

Fuchi, If you look at Cyrix Cayenne presentation, you would notice that Cyrix did not optimize the Integrate performance on Cayenne at all. Cayenne was optimized on FPU and MMX. These won't improve PR rating at all. I agree. Even the Winstone will change only slightly. But Cayenne will perform a lot better in many games, which is important. It's the games, not business applications that are pushing the performance envelop. Right now, the games are the only reason why I would buy Pentium II 300 or 333. For other applications, you can't beat price performance of MX. Just check the prices on Price Watch: pricewatch.com PR 200 MX - $69 PR 200 MX with 66 MHz bus - $76 PR 233 MX - $112 From the number of vendors it looks like PR 166 is disappearing, there are tons of 200s and a lot of 233s Joe