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

To: kash johal who wrote (31528)	4/20/1999 6:47:00 PM
From: darren_	Read Replies (1) \| Respond to of 33344

"Or do you think all those 0.18 parts are being aged someplace for some special purpose." Do you work for AMD? First of all, I don't believe that they have making Jalapenos for very long. I do believe that you can't sell the thing without some sort of a buffer. You certainly can't start selling a processor immediately in this market unless you have fab capacity of Intel. You need to stockpile and then sell while you build new fabs to meet demand. 8000 wafer starts/month isn't a lot of capacity. I don't believe that they will have 600Mhz immediately. I'd be happy with a 400Mhz part on a .25u process followed by the .18u parts.

To: kash johal who wrote (31528)	4/20/1999 10:41:00 PM
From: Dan B.	Read Replies (3) \| Respond to of 33344

kash, Re: "Gee Darren, the ramp up has been so phenomenal that we may have missed the parts altogether. Or do you think all those 0.18 parts are being aged someplace for some special purpose." The trouble with this is obvious. The 10/98 news release clearly says 4th Q '99 release expected for 600-800mhz Jalapeno. Your post clearly seems based in some sort of reality you've invented out of whole cloth. Pauls comment that Jalapeno "cleary doesn't work" since it isn't out yet, is therefore CLEARLY as ludicrous as your comment here. Perhaps the time for such statements as these will come...yet you have no legs to stand on to date with statements based wholly outside the truth of NSM's stated approximate timeframe here. Living in the past is not NSM's stated intention. Past performance does not guarantee future similar performance. Have patience kash, your foot is irrevocably in your mouth already, even if NSM/Cyrix fails to ever bring out the Jalapeno- not a likely eventuality, IMHO. Then too.... >>"We designed Jalapeno to deliver the highest performance engine for the mainstream PC market," said Stan Swearingen, vice president of marketing for Cyrix. "We found that the most significant bottlenecks in system performance result from memory latency. Since our goal was to optimize overall system performance, we focused our attention on minimizing memory latency and maximizing bandwidth by implementing an innovative on-chip caching scheme and memory controller. The high level of integration minimizes die size, which means we can manufacture at low cost and provide the best value in a high-performance processor." Design Objectives Jalapeno was designed with four main objectives in mind: Operate at high clock speeds Reduce memory latency and bottlenecks Improve floating-point and 3D graphics performance Minimize die size to deliver an integrated, low-cost solution Jalapeno's deep pipeline and on-chip L2 cache are designed to overcome bottlenecks typically associated with high-speed processors. By using an 11-stage pipeline, the design provides for scalability to beyond one gigahertz clock speeds. ...An on-chip memory controller, another feature of the design, provides a dramatic improvement in memory bandwidth, allowing for a 3.2 GB per second transfer rate. ...Jalapeno also incorporates consumer-quality DVD playback capabilities based on technology developed by National's Mediamatics subsidiary.<< cyrix.com This product may well do very well if it doesn't come out 'til 4th Q 2000! If it comes out within a few months...well..., we'll see.