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

To: Dale J. who wrote (27843)	7/4/1998 10:06:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 33344

At this point AMD can produce over 16 million chips/year. This without yields being "excellent" as some process engineers here have put at the 80% level. AMD isn't getting anywhere near 80% but yields have really improved. Some have even forgotten that IBM will be making K6 wafers in the 3rd Qtr to boot. Add NSM coming online with .25u, TSMC and IBMs leftover processes not to mention IDT...well you may begin to understand why Intel is languishing a bit. GLUT. The street has no faith in AMD, pretty much in the "show me" state as so many have been burned trying to anticipate. NSM...definite third place and trying to change direction. Too much of an unknown for Wall Street at this time. Jim

To: Dale J. who wrote (27843)	7/4/1998 12:12:00 PM
From: Steve Porter	Read Replies (2) \| Respond to of 33344

Dale, But Intel and NSM are on a collision course. Intel regards any chip that runs MS Windows 95/NT as a threat. Clearly not wise in my estimation. Look at the Celeron line. That is a joke and has done more harm to Intel's public image than the "big" (sic) floating point bug a couple of years ago. Every salesman at _EVERY_ local computer store that I have talked to mocks the chip and say something like "I'm not cruel enough to recommend one of those" (one actually said that to me!). If Intel keeps this crap up, the only ones they will hurt are themselves. Let's say someone goes out and buys a computer for the first time and it has a celeron processor in it, running at 300Mhz, but it is slower than the 233Mhz PII on their desk at work. What do you think that will do for Intel. Worse, what if they have AMD or Cyrix on their desk at work, do you think they will ever buy Intel again... I don't think I would. When NSM and AMD get the yields up to over 5 Mill/Yr Intel will slate them for annihilation. Both are at that run-rate now. Intel may be trying to destroy them, but if either is going to go under they will be bought by someone even bigger. Companies like Acer, STM, NEC, etc. all have extremely deep pockets, cheap sources of labour in over-seas fab plants and all have expressed interest in entering the market. Do you like the thought of Intel competeing with Acer or NEC.. I know if I owned Intel share I would like to keep things the way they are. The price is a problem for profits though. I agree. Just imagine what would happen to prices if Acer or NEC owned AMD or NSM.. hell NEC is used to losing money on anything made from silicon (i.e. DRAM).. Steve