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

To: Allen Furlan who wrote (31421)	4/11/1999 2:34:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 33344

Allen, NSM is about ready to capitalize on the strategic changes they made a couple of years ago. Their integrated DVD "Pantera" chip is poised to be a huge success with asian DVD OEMs. Their integrated scanner on a chip is shipping in high volume. Their 2.4 GHz wireless products look well positioned for the coming Bluetooth explosion. Their integrated processor strategy has not paid off, however, but may see life in the second half. The thin client market looks to be a good place for integrated processors. Cyrix will have a PC on a chip, and a terminal on a chip in 2H. I think the PC on a chip will see severe competition form StrongArm and other low power risc based integrated solutions. In the consumer market, 3D graphics performance has become so important that Intel-Whitney and Via-S3 type solutions will prevail. There still may be a good chance for a MediaPC type set top box on a chip from Cyrix. Basically, appliances that use a small enclosure with poor ventilation and need x86 compatibility will be a good place for Cyrix integrated processors. NSM's networking chip strategy (PHY) has been a complete disaster and they have written it off. The bottom line is that NSM's integrated chip strategy is a good one and should pay off over the next year (the check's in the mail!). As for LSI, they got a steal on Symbios Logic last year when Hyundai had to sell them to raise cash. With this acquisition, they got a quickly growing enterprise storage solution unit (MetaStor), considerable analog design expertise, and a leader in SCSI and other types of IO solutions. They have a new 0.18u process (for mixed-signal cell based ACISs) that should keep them competitive with their giant fab in Gresham, OR. They have a great contract to supply the IO for the Playstation 2 (I believe this product could capture a lot of the set top box and DVD market), and have some other good DVD oriented chips. I like the company long term, but with its recent run from $12 to $36, I would sell now and buy back at $28. That's how I see it. But, if you look at my track record (I'm stuck in NSM and AMD) you may want to do the opposite. Pravin.