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: Daskin who wrote (31480)	4/18/1999 5:56:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 33344

Daskin - Re: " Base on my understanding what Brian Halla put together is a combination of both digital and analog power, which used to put together an integrated processor. "System in a chip " Your understanding ? What system on a chip ? Where is it? What's it called ? What does it sell for? How many has HallaPeno sold? You need to UNDERSTAND THIS: HallaPeno has delivered NO PRODUCTS in the x86 arena. He has delivered an endless succession of code names and product delays. Maybe you can tell me how much revenue these product delays and code names have generated. By the way - on April 26, Intel will have "caught up" to and surpassed NSM when they (Intel) launch their Whitney chip set. That and a 466 MHz Celeron will compete against NSM's 2 year old Media GX chip set. NSM's MediaGX is cheaper - a LOT CHEAPER - but look for the performance and price of the Celeron/Whitney combination to take over the mid-range of the desktop retail market. Paul

To: Daskin who wrote (31480)	4/19/1999 1:22:00 AM
From: tejek	Read Replies (1) \| Respond to of 33344

I suspect that the theory you outline in your post is an accurate one and i agree that most of us would prefer more ram than the Pentium III. I bought NSM about a year ago on the advise of my broker (when i had a broker) that NSM was a company in turnaround. Shortly after my purchase i learned that NSM was barely alive let alone in turnaround. I was disappointed and expected never to be positive on this stock. I have held that opinion until recently; there now seems to be light at the end of the tunnel. And i think the media and investors are beginning to see that as well. I believe that is why we are seeing a pick up in the stock price. After reading an interview with brian halla in IBD, he does not sound like a man getting ready to sell cyrix; i believe it is one more inaccurate rumor. In any case thanks for your post....i think it puts things in the right perspective.

To: Daskin who wrote (31480)	4/19/1999 2:20:00 AM
From: Dan B.	Respond to of 33344

Daskin, I asked George Gilder and he's making no guarantees, which will please Paul. >>To: +Dan B. (906 ) From: +George Gilder Saturday, Mar 13 1999 1:21PM ET Reply # of 1267 National has to produce a stream of one chip systems, exploiting its analog expertise. Intel will always incur internal resistance to investing in low margin products in the face of high margin Pentiums. But there are no guarantees.<< He also indicates in his writings that thanks to the speed of light speed limit within the increasing distances existing on ever smaller circuits, it will soon be the case that the time it takes a signal to move from one end of the chip to the other will be longer than the speed of the clock cycle. OUCH! That won't work. So its not just a function of already adequate speed that should make integration king. Soon, on smaller circuits, they simply won't be able to speed up the clock anymore. It looks like Intel's April 26th product release has not yet taken on the low end. NSM is far from out of the picture, IMHO. Low price PC's should be the great factor that puts them, finally, in most homes. It's a large market just beginning to be tapped, and in it, any lack of speed truly is being offset by low price and decent functionality. Then there are all the other yet to be introduced portable products that I think will inevitably pour forth(well, one or two good ones anyway) at prices allowing them to sell in great quantities. I think Gilder has it right, and Intel should have to aim at this market to overcome what's coming. If anyone wants NSM, it ought to be Intel. LOL!