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

To: Pravin Kamdar who wrote (29906)	10/14/1998 3:21:00 PM
From: Paul Engel	Respond to of 33344

Pravin - re: ". Also, I think the board will give Halla until the end of next year, so that they can see if the MXi, Jedi, and MediaPC products are selling. " That assumes that these chips even GET INTO PRODUCTION by then. At the rate NSM is executing, that eventuality is a LONG SHOT. Paul

To: Pravin Kamdar who wrote (29906)	10/14/1998 4:42:00 PM
From: Yousef	Read Replies (1) \| Respond to of 33344

Pravin, Re: "It does look like they are stepping over the 0.25u process as quickly as they can for their processor lines." This is very "bad news" for NSM ... I cannot stress enough how important it is to leverage one technology generation into the next. NSM needed to develop a "competitve" .25um process (.20um printed gate, 32A gate thickness, shallow S/D extensions ...) so that they have a baseline to develop a good .18um process. NSM's first attempt at a CPU type process at .25um has obviously failed. Looks like "single digits" (tm StockMan) for some time to come. Make It So, Yousef