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

To: Moominoid who wrote (29889)	10/13/1998 8:17:00 PM
From: Pravin Kamdar	Respond to of 33344

David, It means Intel gets killed tomorrow and takes down the rest of us with them. At some point the analysts may realize that Intel's weak outlook is due to gains by the competition (mostly AMD), and break the link between Intel's price and the rest of its competitors. Pravin.

To: Moominoid who wrote (29889)	10/13/1998 9:32:00 PM
From: Craig Freeman	Read Replies (2) \| Respond to of 33344

David, re:"So does anyone here have an opinion on what the INTC earnings mean for the NSM share price?" If the year 2000 will ring in 600MHz-1GHz CPUs which cost $15 for finished silicon, one can reasonably predict only more price wars. After all ... 0.18u should give way to yet smaller line widths and the cost of silicon will begin to approach ... zero. If today a 400MHz PII and your average AGP card delivers 30+ FPS in Quake, and 30+FPS is smooth, where will the market be for 1GHz chips that cost more than lunch money? Servers. Corporate America. No where else. And only Intel has the presence to hold margins in those markets. Even if they sell 50,000,000 CPUs a year between them, at $50 apiece NSM and AMD still won't even pay for their fixed overhead costs. IMHO, NSM will never see the supposed $525M they paid for CYRX (actually far less since it was all stock). But NSM might actually still make a buck with their non-x86 products and reward us all. IMHO, x86 is a losing battle of increasing competition and diminishing returns on increasing fab investments. If in five years you can buy a 1+GHz Intel CPU with a GB of RAM at Best Buy for $995, what will NSM do then to utilize their fabs? THAT is the question. Craig