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

To: Joe NYC who wrote (28379)	7/18/1998 5:19:00 AM
From: Craig Freeman	Respond to of 33344

Jozef, $99 for a K6/3D-300 is close to my guess after Mendocino arrives. And even that will be a tough sell. Given the PII-series' exceptional performance with pure 32-bit code, under NT 5.0 Mendoncino may tromp even 400MHz K6/MIIs. $39 for a K6/3D wasn't a typo. There's a lot of evidence that corporate buyers will gladly pay upwards of $100 for the "Intel Inside" logo. So when Intel offers excellent performance with a $140 price tag, the market value of the K6 and MII will fall to near-zip. In the home market, Intel will be able to sell the world on the appealing concept of buying Mendocino today and upgrading to PII tommorrow. Which leaves only the sub-3-digit market and sub-$50 CPUs for AMD and CYRX to sell. IMHO, if NSM doesn't start delivering CPUs ahead of schedule, they will be facing a 1/2 $B+ write-off. Craig