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

To: Jim McMannis who wrote (30502)12/7/1998 2:55:00 PM
From: kash johal  Read Replies (1) | Respond to of 33344
 
Jim,

NSM is unlikely to be making much money.

Costs on MII are likely to be in $40 range.

But even selling at close to cost will reduce their lossess from the empty fab in Portland. Plus it gets them ready to crank out the volumes in Q1 99.

Most of the volumes is 300M and they are probably making a little money on those.

Regarding costs of frequency locking - it is a bond option - so it's essentially free.

Regards,

Kash



To: Jim McMannis who wrote (30502)12/7/1998 3:47:00 PM
From: Joe NYC  Read Replies (1) | Respond to of 33344
 
Jim,

Just a little tidbit of information, (or you can call it more hype)from the Microprocessor Report: NSM is supposed to have it .15u copper process by the end of 99.

Joe



To: Jim McMannis who wrote (30502)12/8/1998 12:37:00 AM
From: Craig Freeman  Read Replies (1) | Respond to of 33344
 
Jim, re: "PR-333 $78" Three of the four lowest-price vendors are offering IBM chips.

Craig


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