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

To: Jim McMannis who wrote (27868)	7/4/1998 6:48:00 PM
From: Elmer	Read Replies (2) \| Respond to of 33344

Re: "IBM saves the best for the Power PC and the like. " I think IBM has plenty to go around and this is the best they can get with the Cyrix design. With the modest demand for the PPC it makes no sense that IBM would withold their best process if they could offer it to a paying customer. One possibility is that Cyrix is getting the best technology and this is the best IBM can do. Another is that IBM's costs for their best process are so high that Cyrix simply can't afford to use it. Either way I don't think IBM is intentionaly witholding IntelKiller technology. "Just ask yourself where Cyrixs speed grades would be if they had Intel process technology at hand. " They don't and they won't. IF IBM can't deliver it where are they going to get it? AMD brought up "state of the art" .25u technology and it hasn't done them much good. They can hardly yield at 333mhz. Just where is this magical technology going to come from? EP