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

To: Scumbria who wrote (24104)	2/26/1998 1:03:00 PM
From: Charlie Tuna	Read Replies (1) \| Respond to of 33344

Why not try putting a few into the old brain to think with..... a little sarcasm is needed here.I am really tired of posts that are nothing more than simple opinions with no real investigation ....just do a little researh into tsmc and you will see that no cross channel conflicts is A MAJOR TENANT of company policy.This is key to there business model and the tsmc business model has nothing to do with ibm or intc or cpq or whatever it is how tsmc does business and works quite well.

To: Scumbria who wrote (24104)	2/26/1998 5:42:00 PM
From: Investor A	Read Replies (2) \| Respond to of 33344

Scumbria, Why shouldn't TSMC do the same? It was a preset target by authorities that TSMC "must" fabricate the advanced x86 processors in Taiwan at whatever the costs due to long term prosperity strategy. The recent fabrication agreements/contracts with NSM, TSMC just signed with their biggest customer to absorb the full IC outputs of their 10 giant fab plants for the next decade. TSMC is guided not to compete with their customers. If you wish to speculate who would compete with TSMC's customer on x86 processor, it would have to be UMC! UMC has done this with their um486DX. Intel has beaten them in court. If AMD does not farm their K family with UMC, UMC would be back in x86 business to compete with TSMC in other way. Fuchi K Who loves Cyrix's innovations Don't buy Intel processors! In stead, buy the processors from its competitors to keep Intel from long-term monopolizing x86 processor market while maintaining health competition and the PC innovations. techstocks.com