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

To: Steve Porter who wrote (31462)	4/17/1999 10:19:00 AM
From: Carl R.	Read Replies (2) \| Respond to of 33344

Those are good points. However I'm not sure that they are sufficient to offset the fact that profits in the x86 are hard to come by except by Intel, and even Intel is having a hard time growing earnings. Carl

To: Steve Porter who wrote (31462)	4/18/1999 12:41:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 33344

Steve - Re: "(2) AMD ahs shown Intel is infact vulnerable. (3) The market place has changed to one where you can probably make money without having the absolute fastest chip available. " AMD can't make money with CPUs "almost" as fast as Intel's. A $125,000,000 LOSS was just reported by AMD in fact. AMD hasn't reported a yearly profit in over three years and 1999 will make 4 years of LOSSES. NSM can't make money with CPUs "almost" as fast as Intel's. They reported their 3'rd consecutive loss and predicted another loss will be recorded this quarter. So maybe you can explain how " you can probably make money without having the absolute fastest chip available. " due to this changing marketplace. Paul