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

To: Pravin Kamdar who wrote (27038)	6/2/1998 9:54:00 PM
From: Investor A	Read Replies (1) \| Respond to of 33344

Pravin, Although Cayenne on IBM's 0.18u copper process in Q1 '99 would be very interesting. I would not put any hope on IBM to fabricate Cayenne with .18u copper process during 1999. I would rather believe that TSMC will be the first to come up the Cayenne and MXi with .18u copper process during Q1/99. For our sake, the sooner Cyrix/National departs from IBM ME the better for all of us. Fuchi ... who loves Cyrix's innovations Please support the PC industry & protect consumer interest techstocks.com users.aol.com

To: Pravin Kamdar who wrote (27038)	6/2/1998 10:23:00 PM
From: FJB	Read Replies (1) \| Respond to of 33344

Pravin, I have no idea what the deal is with IBM/NSM fab relationship - seems like the terms have changed. As far as WinChip 3 goes, it sounds like WinChip 2 won't be shipping in large quantities til calendar Q4, so I'm seeing IDT as less of a threat these days: biz.yahoo.com Bob

To: Pravin Kamdar who wrote (27038)	6/3/1998 11:17:00 AM
From: Steve Porter	Read Replies (1) \| Respond to of 33344

Bob, Cayanne will be faster than K6-3 and WinChip 3. I have every confidence in that. First of all, .18um copper with a chip which has been optimized for that process should easily be at 400-500Mhz by Q1 '99. AMD and IDTI won't be NEAR .18 by Q1 next year. In addition I can see NEC and PB both using the Cayanne processor given their "partnership" with Cyrix to use future processor. So it will come out the gate with a couple of major OEM's (a first I think!) Steve