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: Scumbria who wrote (32299)	5/14/1999 5:33:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 33344

Scumbria, I remember reading several articles where NSM was trying to divest a fab and at least one design team.. that pretty much means divesting Cyrix.. (IMHO).. Certainly not having a fab plant cripples one's ability to execute in a high-volume market.. I think Cyrix demonstrated this well enough on their own. Regards, Steve

To: Scumbria who wrote (32299)	5/15/1999 1:36:00 AM
From: dumbmoney	Read Replies (1) \| Respond to of 33344

Who says that National is divesting Cyrix? The CEO of NSM. You don't believe him? I bet the Cyrix engineers believe him. The MediaGX/PCOAC business is just starting to take off. Two possibilities. Either the market doesn't take off, in which case NSM is toast. Or, the market takes off, there is lots of competition (including from Intel) and NSM is again toast, because they can't compete. NSM targetted low-end PCs because they thought it would be a safe haven, free of intense competition. Which it was - as long as the market was too small to interest anyone else. Now NSM is targetting "appliances" because they hope to avoid competition. See the pattern?