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

To: Craig Freeman who wrote (31949)	5/4/1999 5:33:00 PM
From: Stormweaver	Respond to of 33344

There were some rumblings on MSNBC market wrap tonight about Merill or another big brokerage house very positive on SNDK; no mention of NSM though. Not sure what's happening. We'll see what happens tomorrow I guess.

To: Craig Freeman who wrote (31949)	5/4/1999 5:48:00 PM
From: Joe NYC	Respond to of 33344

Craig, Here is something interesting from JC: ctmicro.net (follow the links to JC) 99/05/03, 8:50am - Quick look at a possible M2 PR400, but my instinct suggests it's a mockup, since it's a 2.9v (old process 300MHz chip. Also, I hope this isn't it, since I recall that these PR values are above earlier estimates that we've seen. Indeed, I do not believe a 300MHz M2 chip would be competitive with 400MHz parts from other vendors, given that the 250MHz M2 "PR366" wasn't even close to a 350MHz K6-2 or PII. 99/05/03, 9:48pm - The grapevine bears sweet fruit tonight. Okay, I apologize for nay-saying that Cyrix PR400 image posted below. Apparently, it is legit, and it is in fact sorta the "CXT" of Cyrix. Word has it that there have been some tweaks done (involving the cache?) that increase performance further at the same clock. Doesn't look like this 300MHz (augh!) part is on NSM's new process, but it may be some sort of hybrid (eg: the "enhanced 0.25um"/"0.22um" size that we've heard so much about in recent times, this'd certainly explain why the new 2.9v PR366 over at c't labs has been drawing so little power to run). Hmmm ... oh yeah, there's a nice bit in here about Portland (I think that's it, the NSM x86 fab, right?) starting to have some reasonably strong over-300MHz yields. And a picture: www0.delphi.com Joe