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

To: Jim McMannis who wrote (28832)	8/11/1998 4:54:00 PM
From: StockMan	Read Replies (1) \| Respond to of 33344

Jimmy, AMAT just said that they dont see an end to the downturn in the semi industry. Unless Cyrix/NSM dumps the cyrix stuff, and focuses on the "core" stuff (whatever that means), its stock looks like a bottom dweller.

To: Jim McMannis who wrote (28832)	8/11/1998 5:00:00 PM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 33344

Integrated MVP4 chipset announced: biz.yahoo.com It will be interesting to see how boards using this chip set and a 400 Mhz K6-3 will perform against a 300 Mhz MXi. If the MXi isn't faster, who will buy it for desktop applications? This should be good news for AMD. Also, does anyone know how IBM's 6S-2 process compares to their 6X process. NSM claims that Portland is seeing speeds equivalent to 6S-2, but 6S-2 should be slower than IBM's real 0.25u 6X process. Pravin.