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

To: Elmer who wrote (27891)	7/5/1998 1:51:00 AM
From: FJB	Read Replies (1) \| Respond to of 33344

Elmer, RE: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. The recipe cost NSM over $200M spent on process development over the last couple years. Along with the money spent, they hire people with process smarts. Will it be competitive in performance with Intel's "0.25 process"? No. Will it make them much more competitive than outsourcing production to IBM? Very much so. By a factor of two or three or more in terms of die cost. Bob

To: Elmer who wrote (27891)	7/5/1998 10:48:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 33344

Elmer, RE: " 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." Don't think for a minute that I don't understand that. NSM is further ahead than you think and like Bob said, it's better than paying IBMs high prices. Jim