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

To: Steve Porter who wrote (32158)	5/6/1999 7:38:00 PM
From: Raymund W	Respond to of 33344

Wow, look at today's volume! The street is still excited over NSM's change of strategy. I'm happy since I bought when it was lower (though I'm kicking myself for not loading up when it was 9, like I was contemplating doing). Some of this rise might just be momentum, but I think the Cyrix move will be good for the overall company in the long term. Best wishes to all... Ray

To: Steve Porter who wrote (32158)	5/6/1999 8:07:00 PM
From: FJB	Read Replies (2) \| Respond to of 33344

Steve, Intel earned about 110% of the profits in the x86 business last quarter. Remaining in the x86 desktop processor business requires $0.5B a year in spending at a bare minimum if you own a fab. If a company is losing $100M/year on these products, it's clear that company will go out of business in a few years(unless you are an internet company and have unlimited access to capital:-). They had to get out or go bust. You can rest assured Halla made this business decision with the full approval of the BOD, it's their duty to make sure the company remains viable. In hindsight, it seems Cyrix sealed its fate back with the original design limitations of the 6x86. Had they woken up to that problem sooner, Jalapeno would have been the next core, rather than Cayenne. You are absolutely right about getting rid of the design teams. PCOAC doesn't have a bright future if it has to rely on the GX core forever. They should at least try to retain some Jalapeno designers. But those fast low-power Strongarm chips from Intel are beginning to look a little scary for everyone that hopes to make embedded processors. Bob