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

To: FJB who wrote (27035)6/2/1998 9:37:00 PM
From: Pravin Kamdar  Read Replies (3) | Respond to of 33344
 
Bob,

I thought IBM got one MII wafer for each wafer Cyrix got. I didn't know they could be from different technologies. Anyway, it doesn't matter. Cyrix won't make money on processors until Cayenne and MXi. And, maybe not even on the Cayenne. The K6-3 and WinChip 3 may be faster. Only Cyrix (I hope to God) will have anything like MXi in 1999.

Pravin.
Although Cayenne on IBM's 0.18u copper process in Q1 '99 would be very interesting.


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