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

To: Scumbria who wrote (31684)	4/22/1999 6:45:00 PM
From: Joe NYC	Respond to of 33344

Scumbria, They have proven that they can deliver a 10% MHz improvement to a four year old core about once a quarter, but that isn't particularly impressive. That's what I am talking about. PIII, and Coppermine are the same core, and it will be with us for at least 2 years. Joe

To: Scumbria who wrote (31684)	4/22/1999 7:05:00 PM
From: Dan B.	Read Replies (1) \| Respond to of 33344

Thanks, Scumbria. Joe, thanks for the reply and thoughts. Scumbria, your point is well taken....which is part of why I believe Joe's estimation of the "best-case" scenario, while reasonable, may be less than what's possible. I've not pinned down the notion that Intel will have the level of integration and other features that M-3 is to have, nor what the ramifications of that difference may be. The initial introduction of M-3(Jalapeno) may well include an 800mhz version, for all I know. Also, it may come earlier than now expected(go ahead, laugh if y'all like). Also, if the M-3 design DOES have superior integration and cost factors, the NSM product may perform better at lower prices. Thoughts? And Scrumbria, while Intel's performance may not be particularly impressive, still, is it not as good a performance as exists? That Intel has a history of delays with aggressive products remains a salient point, thanks. Dan B

To: Scumbria who wrote (31684)	4/22/1999 8:17:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 33344

Scumbria - <Merced? Camino? 8-way Xeon chipsets?> Let's look at this list, shall we? Merced - 64 bit architecture under development for Enterprise solutions. Intel yes, Cyrix no, AMD no. Camino - Support of next generation DRAM architecture. Intel yes, Cyrix no, AMD no. 8 way Xeons (or any smp, for that matter), Intel yes, Cyrix no, AMD no. (These are doing a bang up business now, BTW.) One could argue Scumbria it's easy to to take pot shots at a company that is developing industry leading solutions that slips. When Cyrix and AMD start developing large scale industry standard solutions, please let me know. PB