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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (57959)	5/12/1999 1:48:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572507

Scumbria, My understanding of NSM's target market appears to be different from yours. I believe it is targetted toward embedded stuff like set-top-boxes, media-centers and the like. In fact NSMs stock price appreciation was tied to their exit from the "low-end-PC" market. Intel has done a tremendous job in training consumers to not buy at speed grades lower than what they offer and based on the recent turn of events, NSM will not be in the MHz game to be a player in the pure-PC market. Chuck

To: Scumbria who wrote (57959)	5/12/1999 1:52:00 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 1572507

RE:"As they bring up the 0.18u manufacturing of PCOAC, $200 should be a profitable price point."... There is something really fishy about NSM "getting out of the CPU business". So MediaGxs and PCOACs don't count as cpus? Looks like a smoke screen to me. Jim

To: Scumbria who wrote (57959)	5/12/1999 2:45:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1572507

Earth To SCUMBRIA - Re: "I beelieve that Cyrix/NSM will be more than happy to fill any void at the low end. As they bring up the 0.18u manufacturing of PCOAC, $200 should be a profitable price point." 1. Cyrix HAS NO PCOAC - they just taped out their FIRST attempt ! 2. Cyrix/NSM is EXITING the PC Business - are you deaf dumb AND BLIND ? 3. NSM/Cyrix's 0.18 micron fab is a LOSER - they are DUMPING IT ! 4. NSM raised a WHITE FLAG last week - you are the only fool who didn't see it ! Paul