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


To: FJB who wrote (27892)7/5/1998 3:07:00 AM
From: StockMan  Respond to of 33344
 
Bobby,
Re -- 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.

I agree. Cyrix/NSM provides excellent competition for Intel. <VBG>
They shipped something like a couple of hundred thousand chips right?
Yup, when they get the .25u running, Boy!! are they going to kick Intel's butt!!

Somehow wall street and the analysts haven't figured this out yet. But we as investors should be ahead of the street. Right Bobby.

Stockman