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

To: Dale J. who wrote (29919)	10/15/1998 1:39:00 AM
From: Joe NYC	Read Replies (3) \| Respond to of 33344

Dale, The server/workstation market will be tough for NSM to wrest from Intel. I don't think NSM has any plans for either. I think Jalapeno will not even support SMP. 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. I think you are an optimist too. I know you are wishing that the competition would disappear, but when you are sitting with a huge pie on your plate, there will always people trying to take part of it, or the Feds cutting it in pieces. I think you should be greatful that until now the competition didn't amount to much. NSM is really trying to come up with a recipe for a fat free pie. We will see how it tastes. (eventually) Joe