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

To: Elmer who wrote (27870)	7/4/1998 11:57:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 33344

I think that's what the Intel faithful are living on....IBM, AMD and NSM will never catch up to Intel's process technology. Actually it's kind of like "living on borrowed time" isn't it? Jim

To: Elmer who wrote (27870)	7/4/1998 11:59:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 33344

Elmer, IBM is currently making the flagship 6x86mx-pr333 on .30u while they are capable of .25u. Sounds to me like they aren't using their best on Cyrix. Also, the logistics of not developing the chip only the process has to take more time to get started, doesn't it? Those couple of months mean Cyrix is always further behind in the MHz race than they would be if they had their own fab? When the MXi then PCOAC comes and NSM can Fab them...it's gonna be a nightmare for Intel. Jim