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

To: Scumbria who wrote (27830)	7/3/1998 5:18:00 PM
From: Craig Freeman	Read Replies (1) \| Respond to of 33344

Scumbria, it looks like the battle lines have been redrawn at the "sub-$300 appliance". According to one NSM timeline, they won't be too many months away from 0.18u in Portland by the time the MXi arrives. I think their plan is to wet market appetites at 0.25u and then produce volumes at the lower line width. Remember, this could be a $20 part sold by the many tens of millions. Cost is everything! IMHO, it's a good strategy. If NSM introduced a $100 part and stimulated a large market, Intel could step in a year later and steal the whole show. But at 0.18u, NSM will be able to produce huge volumes of very fast but inexpensive PCOACs. Craig