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

To: kash johal who wrote (31833)	4/26/1999 6:00:00 PM
From: Jim McMannis	Respond to of 33344

Well, They could start with low end PC's and notebooks. Unfortunately they are just now creating a sub-1000 notebook market. Pretty sad. If the PCOAC is MX based rather than GX based it will help. An MX core running at 400MHZ would be pretty formidable. I sure wish NSM would come out with something. This is boring. I have a M-II-300 and it's pretty quick. Just a fast as the Celeron 450 for what I use. Finally got it to run in the M-534G MB without the screen jitter. So a 400MHz PCOAC should run very well. Enough to lower PCs into the $300 range w/o monitor. Still, the suckers buy Pentium IIIs for top dollar because they can compare MHz. Jim

To: kash johal who wrote (31833)	4/26/1999 6:25:00 PM
From: darren_	Read Replies (1) \| Respond to of 33344

There is no [PCOAC] market!!!! You honestly don't believe that there isn't a market for a $50 CPU/Video/Sound/Etc for the $200 PC market? Tell that to AOL and the others when they start giving these away with their service.

To: kash johal who wrote (31833)	4/26/1999 6:32:00 PM
From: Dan B.	Respond to of 33344

Kash, Re: "If there was a compelling market folks would already have designed discrete products and then integrate them further." That's the age old argument used against all things new. It is an argument that lives in the past. The phrase "if it were any good it would have already been done" is anathema to invention. It is often true, but very dubious as it is also often wrong. Forward looking arguments need to be made if one is to credibly predict future failure. Right now folks are integrating because they believe there can be a compelling market. It is difficult to know what the market will be for something that doesn't exist yet. After taking NSM in a new direction, and paying for it, CEO Halla says it's finally time to hang out the open for business sign. Hey, maybe integrated chips, networked "appliances", and wearable computers will never find a market. It's just another issue with folks on both sides of the fence waiting for time to decide. Obviously I've little faith in the "it would have been done before" argument. I've gotta like an underdog once in a while.