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: FJB who wrote (30695)	12/21/1998 8:42:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 33344

Bob, Interesting article. NSM has passed Intel and is on the verge of passing AMD for sub-$1000 PC sales. Good news! Scumbria

To: FJB who wrote (30695)	12/21/1998 9:27:00 PM
From: Craig Freeman	Read Replies (1) \| Respond to of 33344

Robert, the article speaks solely of percentages. How many "units" were sold? If you believe Intel and AMD's projections, we're talking more PCs per year than there are U.S. households. Craig

To: FJB who wrote (30695)	12/22/1998 12:20:00 PM
From: Joe NYC	Respond to of 33344

Bob, PCs based on the National Semiconductor MII processor accounted for 30 percent of sales... I think the MII obituaries, even on this thread, were a little premature. I was really curious about how the entry level MII based PCs would do. Now we have part of the answer. I think December will just continue the trend. I think the frame rates on Quake are something that a very narrow group of people care about. The difference in 30% incease in frame rate, or 20% increase in Winstone between a low end and high end are inconsequential in comparison between not having a PC and having one. Or two, or three. I think the market is efficient enough to see this. NSM should benefit (eventually), since there entire strategy is based on selling to this market. Joe