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

To: Kevin Khater who wrote (28425)	7/21/1998 12:44:00 PM
From: Joe NYC	Respond to of 33344

Kevin, It appears that IBM may have some excess fab capacity as a result. My guess is that they aren't happy doing business with AMD. IBM would be happy to do business with AMD, but AMD would not be able to make money on chips made by IBM, because IBM is probably one of the most expensive fab partners. Joe

To: Kevin Khater who wrote (28425)	7/21/1998 2:10:00 PM
From: Steve Porter	Read Replies (2) \| Respond to of 33344

Kevin, To the best of my knowledge the processor and their related cores are listed below: CPU Name CORE 5x86 5x86 MediaGX 5x86 MediaGXm 5x86 + 6x86MX FP 6x86 6x86 6x86MX 6x86MX MII 6x86MX MXi Cayenne ??Partnered Slot 1/2?? Cayenne MediaPC? Cayenne? PCOAC (a) Cayenne? PCOAC (b) Jalapeno? As for the rise, it is possibly caused by a number of things which include: Improved speed grade mix and yields from Portland Fab. The ability to ship more higher margin processor to OEMs. The incredibly low valuation of NSM at the 52 week low. Intel's new that they see light at the end of the tunnel. Intel & Other's statements that Asia is improving a little a bit. Steve