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

To: Jim McMannis who wrote (31652)	4/22/1999 2:56:00 AM
From: Craig Freeman	Respond to of 33344

Jim, interesting point. A S370 BX mobo running an MII without L2 would be a dog. Which logically means that CYRX's next-gen chips are close enough to delivery to get mobomakers and eMachines interested. Which may explain the recent rise in share prices. To quote you, "Someone correct me if I'm wrong." Craig

To: Jim McMannis who wrote (31652)	4/22/1999 3:22:00 AM
From: Dan B.	Read Replies (1) \| Respond to of 33344

Jim, Re: "Cyrix is nothing new to E-machines. The used them on the start up..." Yes, I understand that, as I'm sure does Craig Freeman who posted a link which showed the e-machine start-up systems. "This isn't necessarily good news as E-machines likes to pick up chips cheap. " Cyrix sells them cheap. Since I have no reason to believe Cyrix sells the chips at other than the intended price points to date, and through Gilders Tech. Report I am given to understand that NSM is realizing greater margins since it parted from IBM and ramped-up in-house production, I suspect that more business is good. Do I have the following right?- you are explaining that using socket 370 requires the BX chipset and you don't think that supports off chip cache. Jalapeno is to have on-chip cache by fourth Q '99, and even though the Oct. press on Jalapeno doesn't say "fiscal" Q., maybe as everyone here accepts so far as I know, that's what they mean. The photo we've seen indicating socket 370 use also says, next to "CPU BRAND"- JP-2. Jalapeno with on-chip cache as planned, no? Perhaps the rumored deal is for DELL sales through IBM assistance. hehehe:-)