Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (29892)	10/14/1998 9:38:00 AM
From: Steve Porter	Read Replies (1) \| Respond to of 33344

ALL: Okay, my turn to rant and rave. I see a lot of people complaining saying "who is going to need the high-speed chips". The same people that buy a PII today for word processing. Why do they buy them?.. because you can't buy a Pentium class processor anymore to put in your computer. That's why. People will buy 1GHz CPUs when that is all that is available. It really shouldn't make any difference to any of you. The price for the high-end will stay the same, it's just that the high-end will increase in performance. It has ALWAYS been this way. Remember the days of the 386... A lot of people using word perfect 5.1 and DOS didn't need a 486 but that's all they could buy. The price for the 486 was the same as the 386 that they bought, so hell, it was just "another" upgrade. This kind of thing will keep happening. I would wager that when 75% of the populous has a hard-drive failure, they buy a new computer, rather than just fixing it. Why?. Usually the HD is too small by then, they need more ram, or they want that USB port (or firewire, or whatever). The speed of the processor won't be the biggest selling point anymore (it's already starting to happen today). It will be the other features that people will buy for. It will be just like TVs. The selling point now isn't really how many channels it can receive, but what it can do (PIP, CC, Suround, etc.) Folks, people still buy TV's despite the fact that the technology hasn't really advanced much in the last 20 years and I have seen a lot of perfectly good 20 year old TV's getting tossed out. Steve

To: Joe NYC who wrote (29892)	10/15/1998 1:25:00 AM
From: Dale J.	Read Replies (1) \| Respond to of 33344

Joe, Re:Actually, I don't see things that badly for NSM... There just will not be enough demand for all of the supposed "high end", server, or workstation chips at prices Intel and AMD expect. Joe you are an eternal optimist. Oh yes things are pretty bad for NSM. The server market is much less price sensitive. Companies spend a lot of time configuring software and transfering data. The price of the server is almost negligable when compared to the support costs. The server/workstation market will be tough for NSM to wrest from Intel. I do think that NSM on a valuation basis might be a buy if they sell/disolved their x86 strategy. Maybe I am way off base, but do you think they would sell/abandon the x86 market. Dale