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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Trey McAtee who wrote (37457)	8/13/1998 7:39:00 PM
From: Bipin Prasad	Read Replies (2) \| Respond to of 53903

trey, As you know well, all semis are not the same. NSM develops analog and is going after INTC with Cyrix's microprocessors. So I'm not surprised that they are in the midst of a very protracted bottom. 1. Analog is dead and CPQ has digital. Digital will rule! 2. How long can they stay in business with Cyrix's microprocessors against INTC ? I don't know the answer. A recent survey said that some oems are willing to buy non-INTC microprocessors. But when will they turn around? I have no idea. 3. MU is in DRAM business and has largest market share. later, InSook