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


To: Steve Porter who wrote (27833)7/4/1998 1:38:00 AM
From: Dale J.  Read Replies (2) | Respond to of 33344
 
Dale, the easiest way for their not to be a price war is simple. Seperate the sub $1K market from the rest of the computer industry. Develop specialized chips (i.e. MEdiaGX) for that market. If AMD and Intel hadn't been so hell bent on competeing with Cyrix in that market, a market they are ill-equiped to compete in at this time, all three companies would be making very hefty profits. But greed got the better of all involved. Sure let AMD, INTC and Cyrix slug it out in the high-end. If the marktes had been clearly separated then they would all be fighting for high-end, but charging $500+ a chip like the "good ol' days".

Steve,

You and I could solve this problem. But Intel and NSM are on a collision course. Intel regards any chip that runs MS Windows 95/NT as a threat. When NSM and AMD get the yields up to over 5 Mill/Yr Intel will slate them for annihilation. It's not the price of the chip that concerns Intel it is whether it runs Windows 95/NT. The price is a problem for profits though.

Dale