Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jim McMannis who wrote (27885)	7/5/1998 12:37:00 AM
From: StockMan	Respond to of 33344

Mcmoron, Re -- When the MXi then PCOAC comes and NSM can Fab them...it's gonna be a nightmare for Intel. Undoubtedly a nightmare. The Mxi and PCOAC is a terror indeed!! When it comes and NSM can fab them of course!! Stockman

To: Jim McMannis who wrote (27885)	7/5/1998 1:35:00 AM
From: Elmer	Read Replies (2) \| Respond to of 33344

Re: "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, NSM isn't just going to go down to K-Mart and buy a .25u process and then run with the fast dogs. You can buy an expensive oven but that won't make you a great chef. You need a recipe and that isn't for sale. It has to be developed. Where is the groundwork for this? If it were easy then you could buy one at K-Mart. Talk is easy, look at AMD. Shipping product is hard. EP