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

To: dumbmoney who wrote (32313)	5/15/1999 6:56:00 AM
From: Dan B.	Respond to of 33344

dumbmoney, Scumbria..."Who says that National is divesting Cyrix?" You..."The CEO of NSM. You don't believe him?" Sure, I'll give him the benefit of the doubt. The CEO of NSM says, essentially, that NSM is keeping what he bought Cyrix for in the first place. Gilder noted to me on the GTR thread that NSM will have to produce new generations of integrated chips to succeed long term. So I'd say it follows that if NSM is divesting the design team that CREATED what they intend to keep, there would be a glaring potential problem. I don't know. HELP! You..."...competition (including from Intel) and NSM is again toast, because they can't compete." I just don't think we can know that from here. It's an If. I don't think Integration is an MHZ speed race....if the market takes off...it's a whole new world. You said..."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?" Yes. But... If the market takes off it's a whole new market(mostly, duh!). The Targeting of appliances plot is a couple of years old- not a recent switch- there may be a lead in place(as Steve reported, Intel won early-on over Motorola becuase it's product was ready first). I don't think the design of the emerging pattern regarding this is complete by any stretch.