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

To: Joe NYC who wrote (27305)	6/12/1998 11:40:00 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 33344

Joe, I was hoping that at least one of the brain dead analysts would ask about the speed grades they saw on that 67% yield lot. Judging from the remarks made about the performance of the CMOS8X process, I would hope they are distributed around 300 Mhz (not PR). But, without FPU enhancements, I believe the MII will not make money at any realizable speed grade. But, the 0.25u process should be able to get the GXm to 300 Mhz (and higher), fairly quickly. I think the GXm is Cyrix's only hope for this year. If they can guarantee volume of GXm at 300 Mhz in the September/October time frame, their could be a flood of $599 desktops and $999 laptops at Christmas. That's the best scenario I can think of. I have completely given up on the MII. Even the WinChip 2 will have a much better FPU and include 3D Now. I also couldn't believe that none of the analysts asked when 3D Now was going to be offered on a Cyrix processor. Pravin.

To: Joe NYC who wrote (27305)	6/12/1998 12:57:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 33344

Joe, Since there appears to be no Cayenne based Socket 7 or Slot 1 chip on the horizon, the Listen carefully to the CC. The "core" is ready. Slot 1 will come for a team up with a "partner". The folks in Taiwan seem to be thinking slot 1 will be a pratnership with Acer. But Halls mentioned meeting with "Several" potential partners (several is 5+ in the official definition in the dictionary, a few being 3-4 and a couple being obviously 2). In short NSM won't actually sell any Slot 1 product or any stand alone processor beyond the MII. They will license the core rights out for a hefty fee and reap royalties. (a good play in my opinion, sicne some else eats the fab costs and you get revenue for "nothing"). Steve