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: Joe NYC who wrote (27764)	7/1/1998 10:53:00 PM
From: kash johal	Read Replies (1) \| Respond to of 33344

I think you are hitting it right on. They should take what they have and expand the market into new products. If they just took the GX put it into 0.25 micron, jack up the CPU to 350-400Mhz and integrate LAN/modem functions they would have the basis for a real market niche. Plus the chip set would cost $10-20 in pqfp and they could get $40 for it all day long. Playing catch up to kill Intel is a bad startegy IMHO. Either you come with something that is as high or higher perfomance as Intels top of line or you die. If they had done this as a priority they would have the chip in production by now. Regards, Kash

To: Joe NYC who wrote (27764)	7/2/1998 10:31:00 AM
From: Steve Porter	Respond to of 33344

Joe, You raise some interesting points, and i most ly agree with you, however: 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. Well a lot of the current R&D spending should be drawing near to a close (for example Process development and sample runs through the portland fab, which eat money by the boat load). Besides they shouldn't need to much $$ for what you are looking at. Steve