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

To: Joe NYC who wrote (29697)	10/5/1998 12:43:00 PM
From: Joe NYC	Respond to of 33344

Some new reports from the new guy at Lehman: lehman.com lehman.com Joe

To: Joe NYC who wrote (29697)	10/5/1998 12:43:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 33344

Joe, Acer and IDT must feel that they will have some sort of licensing protection. I don't know the details of what that might be. It wouldn't break my heart if IDT burns their bridges with IBM and then gets tied up in a legal battle with Intel, though. This would leave more of the XC market open to Cyrix. I think that Cyrix and IDT have shown that a low cost processor company can not manufacture at IBM and be profitable. So, it will be interesting to see who Rise is partnering with. I suspect that they may be lining up a threesome with STM and IBM. Pravin.