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

To: Pravin Kamdar who wrote (32287)5/14/1999 1:54:00 PM
From: AB  Respond to of 33344
 
This is encouraging; though probably not unexpected.

ebnonline.com

Anthony



To: Pravin Kamdar who wrote (32287)5/14/1999 2:36:00 PM
From: Craig Freeman  Respond to of 33344
 
Pravin, we agree again.

As was suggested earlier, TSMC might want to acquire just the portion of Portland that hasn't been outfitted. Consider also that TSM might want to add the MX core to their list of "cells". That would put an entirely new face on the CPU market as anyone with enough bucks could build a custom x86 CPU in a matter of months.

Craig

re: "Sounds like they need capacity, but don't want to play it up in front of NSM (like they don't know). "


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