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

To: Craig Freeman who wrote (27822)	7/3/1998 1:16:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 33344

IMHO, NSM's destiny is not in fighting Intel for the desktop PC market. Craig, Cyrix has had a very difficult time the last three years competing in this market space. I would attribute the difficulties to poor planning, and lack of access to state-of-the-art fabs. Imagine an MII-350 with a competitive floating point unit. Cyrix could sell that part for more than $300. Why doesn't that part exist now? Didn't Cyrix understand the need for floating point? Didn't Cyrix start as a math coprocessor company? I believe that NSM/Cyrix has the resources to build a PCOAC with a price/performance ratio that would devastate the competition. It remains to be seen if they will effectively exercise their advantageous position. The Intellabees longing for Cyrix's demise are way out of touch with reality. Intel would ultimately be much smarter to work with NSM, than to get in front of the freight train. The traditional heavy, noisy, expensive, clunky, pain-in-the-you-know-what Intel style PC is headed for the scrap heap when PCOAC arrives. I remember in the late-1960's working on my fathers "desktop calculator." It was about the size of typewriter and incredibly noisy. By 1973 it had been replaced by a single-chip HP calculator which fit in the palm of his hand. We are about to see a parallel transition for PC's. Scumbria

To: Craig Freeman who wrote (27822)	7/3/1998 5:05:00 PM
From: davedmg	Read Replies (2) \| Respond to of 33344

""IMHO, NSM's destiny is not in fighting Intel for the desktop PC market. It lies in exploiting the MXi to create new markets. If and when that happens, NSM shareholders will be happy campers" Amen! I wish more comments on this forum would address the likelihood of THAT possibility. How many more iterations of "Intel's chip is better than NSM's!" versus "No it's not: Cyrix's chip is better!" will it take to reveal that the REAL issue is, what is NSM doing to increase its earnings? and, will NSM ever recover $40 per share?