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

To: kash johal who wrote (30583)	12/11/1998 12:12:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 33344

kash, My understanding is that right now they have very little if any .18u equipment and that most of it will arrive it calendat Q1 (which will result in higher capital expenditures in fiscal Q3 and Q4). The availability of MXi will be end of calendar Q1 at best. Halla slipped once and mentioned first half of 99, than he "corrected" himself and said Q1. I think it was a Freudian slip. Anyway, to me, the company is now completely dependent on the success in the CPU arena. The growth of analog portion seems anemic (sp?), a lot of LAN business was lost, and odds of regaining it are not encouraging, based on the slow progress. As far as wireless goes, I have no idea what chips NSM sells to this market and what percentage of total revenue it is, but it is definitely a growing market. In the CPU market, I think the plan is sound, but as always, the execution is the key. If NSM managed to stay on schedule, they would do OK, if they were ahead of schedule they would do great, but the norm seems to be to always be slightly behind already modest schedule, which just means struggling along. Joe PS: I received my MII-333. There was no sign of it's origin on the package. I seem to recall that the previous chips has USA on it in some places, so the lack of if may indicate that it was packaged in Singapore. So far, my machine crashed twice. First crash could be explained by having to reconfigure Windows setup after a BIOS update, but the second one may have to do with my hardware setup. I have an old Asus motherboard with Intel HX chipset, the one that was the first to come out with 83 MHz bus. Until now I used it in 66MHz or 75 MHz speed. I think the 83 Mhz setting may not be entirely stable. I am using old EDO RAM (60 ns) and the PCI bus is synchronous, so it is overclocked. The motherboard's maximum multiplier is 3x, so I can't try 75 x 3.5 = 262 MHz. I will have to see what happens in the future.