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

To: AB who wrote (28258)7/15/1998 4:49:00 PM
From: Joe NYC  Respond to of 33344
 
Anthony,

Another question is, if and when Portland ramps, what happens to the IBM material?

I hope IBM is not making any more .35u chips. The .30u chips from IBM could be sold for $75 to $100, but we haven't seen those either. And the cost is unacceptable.

The only reason for NSM to use IBM is for process technologies that are beyond NSMs present capability. It's not the case now. The IBMs .30u process is probably not as good as NSMs .25u process

Joe



To: AB who wrote (28258)7/15/1998 9:53:00 PM
From: Eugene F Mauser  Read Replies (1) | Respond to of 33344
 
Cyrix used to have that 1 for 1 deal with IBM. Does anyone know if that is still in effect?


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