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

To: darren_ who wrote (31529)	4/20/1999 8:28:00 PM
From: kash johal	Respond to of 33344

Darren, Re: Jalapeno / o.18 etc. Well, you could be right. If they get the Jalapeno out in next few months even at 400Mhz they should be able to sell some. However if they get delayed till Q4 I suspect that they will need 500Mhz as basic speeds to get decent margins. Unfortunately they have been promising MII 400's in 0.18 micron and even those have been no-shows. The recent volatility in NSM however points to some good news. It's up from around $9 to $13 in last few weeks while rest of market has been tanking. BTW, no I don't work for AMD. Regards, Kash J.