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

To: Jim McMannis who wrote (28606)	7/30/1998 9:21:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 33344

Jim, The market share of Cyrix is probably less than 5%. What do you think is the percentage of people who play the 1st person 3D games like Quake, of all the computers that are in use? 5%? Or maybe 10%? Just think about how many computers are bought, where Quake performance is one of the criteria? The number of people who care about the super performance of PIIs FPU is very small. The reason why the market share is in low single digits is not FPU. It is the low clock speed and the flawed PR rating. Don't forget that MII-300 runs at 225 or 233 MHz, while the competition runs at 300 to 450 MHz. The question is: Do you want a CPU that is slightly slower at business application, with a really bad Quake performance for a lot less money. Without the PR rating, the question would be: Do you want a CPU with clearly superior business application performance with slightly slower game performance for a little less? It is a lot more appealing. Cyrix has not figured this out in 2 years. Just look at one example from PriceWatch: P-II 233: $172 Pentium MMX 233: $129 MII-300 (233 MHz): $84 I bet Intel sold more of their chips 233 MHz chips last quarter than Cyrix. The PR rating is a lose-lose proposition. If you look below, at the stock price, you will see the result. Who does Cyrix think they are fooling? Why perpetuate this nonsense? Why stop at fooling yourself, and not go all the way to the fraud category by renaming 6x86MX to MII, introduce a version called MII-333 that barely keeps up with than PII-300 even on business applications? chips.ibm.com chips.ibm.com Joe

To: Jim McMannis who wrote (28606)	7/30/1998 11:23:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 33344

McMannis - Re: "HP, IBM and CPQ are even promoting Celeron based units for business apps when that chip is a dog compared to the M-II in that area. " Looks like the Celeron is the "Celery Stick" with a bark ! Paul