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

To: Scumbria who wrote (31733)	4/23/1999 4:03:00 PM
From: darren_	Read Replies (1) \| Respond to of 33344

"People who want high performance systems will be using separate parts for the indefinite future." Two key phrases here - high performance, indefinite future High performance is subjective. I help lots of people buy computers (major in computer science and you'll become the 'friend' that everyone calls when they need help) and I'll have you know that just about all of them are extremely happy with the Cyrix and AMD 300Mhz computers that I've been lining them up with. The emachines 333 M2 system is down to $599 WITH printer and monitor. The only thing they really skimp on is the speakers. The only people who need more than this are the ones that do the 3D games and even then a good AMD or Celeron system with a good 3D card can be had for $150 to $200 more. I honestly can't see most people spending more than $50 for a processor by years end.

To: Scumbria who wrote (31733)	4/23/1999 4:30:00 PM
From: Dan B.	Read Replies (1) \| Respond to of 33344

Ok scumbria, thanks for clearing that up. I do agree with that, yet I'm thinking that anyone might use separate parts to boost performance in high performance systems- and since integration could boost performance of the parts...and given the speed limit that light speed imposes... it may be very significant that integrated parts can be produced by one Company but not another- particularly in lower-end mass produced items- hence Gilders picks NSM, LSI, and ATML. I believe Intel is left off his list for now because it is not yet leading in integration- which some of your recent posts have pointed out quite well I think. I feel sure Gilder would add Intel to his list the moment they provided a breakthrough that would make them a leader in Integration.