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

To: Jim McMannis who wrote (30138)10/30/1998 11:27:00 AM
From: Joe NYC  Read Replies (1) | Respond to of 33344
 
Jim,

Seems like seeing Cyrix chips in these low priced computers would indicate NSM is dumping but the market is telling us something different.

Remember that the production moved in-house, to .25u process and yields are supposedly very good, making MII one of the cheepest CPUs to make.

If they dedicate 5,000 wafers/month to MII, and the yield is only in the 50% range, they are making 750,000 chips/month. When fully equipped, South Portland can process 30,000 wafers/month.

From "Mom's" post on Yahoo:
messages.yahoo.com@m2.yahoo.com
it looks like the days of low utilization are over. I think she is in Texas, meaning that it is not only South Portland that is running at high utilization.

Joe



To: Jim McMannis who wrote (30138)10/30/1998 2:21:00 PM
From: literaryfx  Read Replies (1) | Respond to of 33344
 
Jim, I have no production status knowledge.

Besides a pick up in business, my guess is the pcoac
is causing the fireworks. Recently they purchased a
system-on-a-chip tester plus an Optical Probe System,
indicating significant progress.

Given mfrs thin margins, they should sell all they can make.

Ken


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