Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: AB who wrote (32074)	5/6/1999 4:30:00 AM
From: Joe NYC	Respond to of 33344

Anthony, Re: promises, plans I can't remember one that was kept, or one that was executed in the Cyrix area. All these tape outs of MXi that went nowhere. Isn't MXi supposed to be the next MediaGX? They seem to be saying that they want to stay with MediaGX line. Are they going to continue with MXi? Jalapeno is also the next integrated processor. Or is the plan to continue with 5x86 based core, using 2nd rate process technology? What was the term that Halla wanted to get rid of? NSM being a fast (or was it close) follower? I don't know how long he thinks he can last with no fab, no process technology expertise, no CPU design team. Maybe NSM will come up with one generation of PCOAC than runs out of steam is about 6 months, with nothing in the pipeline. He is basically shutting down the pipeline that could bring NSM prosperity, the $100 share price he has talked about. I don't know what makes him think that Intel is not going to slow down their leading edge core, use maybe sub 1V voltage and come up with a CPU that uses < 4W of power? If you are more than a generation ahead in process technology, you have an option to do these things. I have no idea what this whole conference call was all about. They are announcing the sale of South Portland with no seller, and no seller for the standalone CPU design team, with this pie in the sky information appliance, with 100s of design wins (anybody keeping track of any correlation between Halla announcing design wins and actual customers?) But 100s? BTW, I don't know what happened with the Scottland fab, but I don't think there was a buyer for that facility either. Maybe he should announce another conference call announcing that NSM is getting out of LAN business, that they are selling ComCore(?) again with no buyer. I think maybe Halla should have a psychological evaluation. He seemed to indicate that everythig was put on the back burner in the past in order to concentrate on PCOAC which was supposed to ship in June. It's May now, and he is talking tape outs again. And how about calling the South Portland fab .18u fab, and saying .18 is in production. I don't see any .18u products and the MediaPC seems to be .25u He is starting to remind me of Bill Clinton. He wants to please people. He can't please them with truth so he makes up stuff (in other words, he lies). At this point, I would trade Halla for Sanders. Joe

To: AB who wrote (32074)	5/6/1999 4:37:00 AM
From: Joe NYC	Respond to of 33344

Did anybody notice this story? dailynews.yahoo.com "It is pretty much business as usual for the PC part of the Cyrix business," said Steve Tobak, vice president of marketing for National (NYSE:NSM - news). "I don't expect there to be any sales falloff. If there are new orders, we'll take them." Joe

To: AB who wrote (32074)	5/6/1999 6:09:00 AM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 33344

AB, I think exiting the battle with Intel is rational -- given the success that AMD has had. Cyrix wanted to be where AMD is now in the x86 market, but AMD won out. Getting rid of the Portland fab is not as easy to read, but I must say that I was worried as to how that fab was going to affect earnings. Times change. TSMC and UMC have made great strides in bringing up state of the art (but general purpose) technology in their fabs. It may indeed be the right decision to go with them as a foundry, since, as Halla poinited out in the CC, the new focus on integrated designs does not require leading edge MHz performance. I believe that NSM will be targeting performance/mW rather than performance/Mhz. Really, I think this is a good move. I only wish that they did this 9 months ago (given that they are going to do it now). Pravin.