Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe NYC who wrote (30292)	11/18/1998 2:43:00 AM
From: Paul Engel	Respond to of 33344

Joe - Re: ", when you already have a process running at that speed with chips coincidently being is 30% cheaper to produce? " Clue No. 1 - NSM DOESN'T JUST HAPPEN TO HAVE a 0.18 micron process lying around! They brought up their new Fab as a 0.25 micron process. When that didn't work, NSM went into panic mode and they are trying to PATCH TOGETHER a 0,18 micron process without having a week's production experience with a 0.25 micron process. And what vehicle do they have to "DEBUG" a 0.18 micron process? - That's right - a lame MXi that has been taped out more times than the 3M company. My guess is that even if something went right, NSM wouldn't have a clue as to why it worked. Paul

To: Joe NYC who wrote (30292)	11/18/1998 2:46:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 33344

Joe - Re: "Cayenne still suffers from it partially. I think M3 will be able to benefit from knowing the process technology during the design. " You speak like NSM has all the time in the world to get these products to market. I've got news. AMD and Intel are rolling out new products, new processes and faster speeds almost monthly. NSM will need an electron microscope just to try and find any crumbs that these two leave behind. Paul

To: Joe NYC who wrote (30292)	11/18/1998 1:57:00 PM
From: Yousef	Read Replies (2) \| Respond to of 33344

Jozef, Re: "While they have .18u process that does? ..." You really believe that NSM has a true .18um process ?? ... What has happened is (as I warned many, many months ago) that NSM has been an analog and ASIC vendor with NO experience in CPU IC processes. Thus, NSM took a conservative approach to the FET architecture (2.5V, .25um gate length ...) ... This just doesn't "cut it" for high speed CPU's. Now, NSM has shrunk the gate length and operating voltage so that their .18um process looks more like Intel's .25um process. I guarantee that NSM's .18um process will not match Intel's .18um process for CPU performance. Intel will be describing their .18um process at IEDM. --> Message 6379954 Make It So, Yousef

To: Joe NYC who wrote (30292)	11/18/1998 6:39:00 PM
From: FJB	Respond to of 33344

Some good news and a mildly negative forecast: - Based on our discussions with Advanced Micro Devices (AMD--$27, Neutral), Intel (INTC--$108 1/2, Strong Buy), and National Semiconductor (NSM--$13 1/2, Neutral) we believe MPU demand is extremely strong, and it appears that all three vendors can sell everything they can make at this time. - Given the current roadmaps of AMD, Intel, and National, we believe MPU product positioning will increase in importance next year. While we believe it is too early to be negative, we see the potential for excess MPU supply in 1999 if all three suppliers execute to their current plans. Message 6466090