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: Steve Porter who wrote (27759)	7/1/1998 9:49:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 33344

Steve, I think LAN business, as in standalone lan chips will probably disappear. Ethernet chips will be integrated in PCs and other devices. NSM should jump on this market. One area they should address is IP phones. Here is one company that is selling IP phones: selsius.com There will be a need for IP phone on a chip. You just need to add some some compression and echo cancelation, and you have a killer product. One of the Selsius products has a mini-hub. You plug the phone to your 10baseT network and attach your computer to the second ethernet port. The problem with their present model is that it is only 10Mbs ethernet. It would be nice to have 1000/100/10 Mbs lan access for the phone to be universal (or almost universal, forgetting ATM) NSM may be gaining valuable experience integrating multiple cores on a single chip, which will be very important in the future. What's bad about the present situation, is that all of this needs huge R&D, and NSM has to be rationing their R&D dollars because of the slump they are in right now. Joe