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


To: Dale M Champlin who wrote (30120)10/28/1998 9:56:00 PM
From: Steve Porter  Read Replies (2) | Respond to of 33344
 
All:

Hi guys, long time no post here (AMD is getting most of my attention, along with COMS these days).

When the *(&) did NSM start selling Cyrix processor in terms of this many units. NSM's CPU division (aka Cyrix) must be having a blow-out quarter, sure profit may be low, but I bet there is still a profit there).

And to think I missed it all.. sugar-plum fairies ;-).. Oh well, maybe this bodes well for the future.. interstingly enough all these design wins haven't come at the expense of AMD either.. perhaps what Cyrix needed all along was to let the M2 lag out far enough that it doesn't compete with AMD or Intel. Run at the bottom of the pile with a part that is almost free to make and sell it like that.. Afterall NSM is great at that (hell they used to make money selling parts that cost $.02 each ;-) )..

Sorry for rambling, but I am actually impressed by NSM's recent stock appreciation and design win announcements.

Steve



To: Dale M Champlin who wrote (30120)10/29/1998 8:20:00 AM
From: literaryfx  Respond to of 33344
 
Dale, Cyrix is picking up the pace.

Memo to self: Fill the boat on the next correction.

Ken