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

To: Yousef who wrote (27771)7/2/1998 12:37:00 AM
From: AB  Respond to of 33344
 
Yousef, and just what do you know about NSM's 0.25um, actually 0.24um, process to say it cannot produce 400MHz parts? Anyway, for the mass consumer, maybe even casual business, market, the ability to lower cost through integration is becoming more important than minor, i.e. <10%, speed differences.

It's also worth remembering that for NSM and INTC, the x86 market is not necessarily a zero-sum game. The way things are going, NSM is going to be able to sell mutlti-functional chips for ~$50 and MAKE money and expand the market. NSM has the right idea, they just have to execute or else be executed.

Now AMD and INTC, that's more of zero-sum game.

Anthony



To: Yousef who wrote (27771)7/2/1998 3:29:00 AM
From: Scumbria  Read Replies (1) | Respond to of 33344
 
RE:"neither AMD or NSM have a .25um process that is capable of 400mhz CPU's"

Yousef,

Your process-centric vision appears blind to the fact that clock speed is a function of many variables.

Alpha was at 400 MHz years before Intel. Using your logic, that proves DEC has superior process technology to Intel.

Scumbria


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