Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Craig Freeman who wrote (26966)	5/30/1998 8:22:00 AM
From: Scumbria	Respond to of 33344

RE:"If prices fall any further, they'll have to sell this stuff (and semi shares) by the pound" Craig, If any company is better positioned to deal with the pricing situation, it must be NSM. If they can 1) Deliver on PCOAC 2) Provide adequate performance with PCOAC 3) Get the fabs up and running, then NSM may actually make money selling desktop CPU's. I don't see how anyone makes any money selling non-integrated processors for the desktop market going into 1999. The cost of the motherboard, graphics processor, audio, etc. will eat them alive. Scumbria