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

To: Pravin Kamdar who wrote (31258)	3/12/1999 12:15:00 PM
From: FJB	Read Replies (2) \| Respond to of 33344

Needham upgrades NSM to strong buy biz.yahoo.com

To: Pravin Kamdar who wrote (31258)	3/12/1999 12:19:00 PM
From: Pravin Kamdar	Respond to of 33344

I wonder if the MXs is the MXi with integrated L2. Perhaps part of the delay was in porting it to socket 370. This chip could give Celeron/Whitney a serious run for its money. Also, I remember Cyrix saying the the Jalepeno was their first chip that would move from their old thinking of highest performance per clock to their new (market) thinking of highest clock. I hope that part of the Cayenne delay has been due to tweeking the Cayenne core for higher clock rate. Otherwise, a 300 Mhz (not PR) MXs in 0.18u may be all that we should expect. Regardless, heat may be the limiting factor. Pravin.

To: Pravin Kamdar who wrote (31258)	3/12/1999 3:52:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 33344

Pravin, RE:"AMD had to dump 300 Mhz K6-2s on the market, which took sales from MII 300 and MII 333. NSM hinted that with shipment of the MII 366, they have won back the eMachines business."... That's exactly what happened. Remember when someone here announced E-machines switching to AMD and dropping NSM a few months back? Also, E-machines is already the 6th largest PC maker. At least into the retail channel. Amazing. They will never be short of chips either. <G> Jim