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

To: Steve Porter who wrote (32070)	5/6/1999 12:23:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 33344

Steve, I agree with your previous comments. I can't understand how NSM wants to operate in the "information appliance" business if they sell South Potland fab and their test fab. If you are selling commodity type stuff, you have to be able to make it cheaply. And for that, you need a fab and a competitive process technology. They are giving up both, and in long term NSM is doomed. THis whole thing couldn;t have been written any better by Dilbert's Scott Adams: "Exiting ... business in order to sharpen company's focus ... Upon completion of this restructuring, the company expects to return to profitability..." I think one (of many) mistakes Halla made is that he didn't announce last year that he exited the LAN business in order to focus on ___ (fill in the blank). It might have been worth a few upgrades and a quick run up. Joe

To: Steve Porter who wrote (32070)	5/6/1999 1:43:00 AM
From: Carl R.	Respond to of 33344

I heard that NSM is killing off Cyrix, so I stopped by to say goodbye to all of the old time Cyrix investors. Steve, I do disagree with your premise that Cyrix shareholders got screwed on the acquisition, though. There is no doubt that NSM shareholders got screwed on the acquisition of Cyrix, but it is open to debate whether it was due to inept management of the Cyrix division, or due to the inevitable end being reached. NSM is not the first to give up x86 development, just the latest addition to a group that includes big names such as IBM and TI, and non-names like IMES. Credit goes to Jerry Rogers and his team of engineers who led upstart Cyrix to a very long life in a very tough business for a very long time. Only NexGen proved to be a better Intel competitor, and in the end breathed life into the AMD microprocessor division. Good luck to everyone, Carl