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

To: Steve Porter who wrote (31980)	5/5/1999 1:52:00 AM
From: tejek	Read Replies (1) \| Respond to of 33344

No one is really sure that they are selling cyrix (the media/znet can be wrong), and if they are right, i don't think amd will buy cyrix. AMD has to be seriously in debt and i understand they are bringing a new fab online in germany. They just sold a division as well to raise capital. Besides their plate is way over full. Just my opinion. ted

To: Steve Porter who wrote (31980)	5/5/1999 1:57:00 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 33344

Steve, Better yet, what if AMD and NSM were to merge. They would not have to fight each other at the low end, and AMD designers would benefit from the NSM x-license with Intel. NSM could then use AMD cores in their integrated products. The Portland fab could be maxed out to increase K6-2 and K6 III production (0.18u). Combined, they would be a much stronger competitor to Intel. I would vote yes on such a merger. But, since AMD doesn't have a conference call planned, I doubt this will happen. Pravin.