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


To: Scumbria who wrote (31545)4/20/1999 11:57:00 PM
From: kash johal  Respond to of 33344
 
Scumbria,

Re: "You seem to view the world in black and white. It wasn't that many quarters ago that you predicted "blowout earnings" for NSM. The real world is more like analog than digital, with many shades of gray."

Yes, you are right of course the world is not black and white - it is grey.

No, wait - it's not grey - it's full of colour(thank god).

But, yes I felt Cyrix did have a chance - a great chance in fact.
I still think they have a real opportunity - in the set-top, embedded space and the appliance space.

However, based on their fab. capability I see no way they can stand toe to toe with AMD let alone Intel. And the sooner they exit the desktop space the better IMHO.

Regards,

Kash Johal.