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

To: patrick tang who wrote (29940)	10/19/1998 2:39:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 33344

Patrick, I think SRAM business is gong downhill. Intel moving L2 on-chip on most of the mass market chips and for the high-end chips (Xeon) I think they make their own SRAM for L2 cache. That leaves Socket 7 and K7. I don't think Socket 7 is going to grow much. And As far as K7, in my opinion, high volume K7 will be without L2, relying on it's larger on-board L1, K7 with large L2 will be a lot lower volume. Cyrix is moving to on-chip L2 with Jalapeno as well. It looks like off chip cache vendors will be the first victim of integration. I don't know the specifics of IDTIs business other than the Winchip, but it Winchip and SRAM are their bread and butter, I would stay away from them. As far as Winchip goes, I see it as the first victim of the CPU glut. I don't know how much room is there for a lower performance, lower priced chips below Cyrix. I think the ASP of Cyrix chips is heading to $50, they will be able to make a lot of them, and they perform better than Winchip. There is not much room below that. Joe