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

To: kash johal who wrote (58801)	5/19/1999 4:49:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1583466

Kash - RE: "And rights to 370 sockets." Didn't Cyrix get access to that through NSM? If they aren't with NSM any more, wouldn't the access to Intel propriety stuff be gone?

To: kash johal who wrote (58801)	5/19/1999 5:24:00 PM
From: Mani1	Read Replies (3) \| Respond to of 1583466

Kash, I couldn't disagree more. AMD is bleeding red, it must execute flawlessly to survive. Acquiring Cyrix from NSM could be the fatal mistake. If it pans out, I will sell immediately. As of now Cyrix CPU business seems to be finished. It provides a little bit of opportunity which AMD can take advantage of, maybe. Intel will continue to fire with no mercy. AMD' attention MUST be on strengthening their balance sheet and returning to profitability by executing on the technology (design and process) front. AMD's product are continuing to gain market share and all indication are that K7 will put a dent on Intel's dominance on the high end X86 market. With Dresden combing online within 6 months AMD does not need the additional capacity. Good growth is managed growth. Hope the rumor is false. Mani

To: kash johal who wrote (58801)	5/20/1999 1:52:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 1583466

Kash - Re: "And rights to 370 sockets." NSM has a technology license with Intel. If they sell Cyrix to a third party, that license stays with NSM. It does not transfer just because Cyrix used to be an NSM boat anchor. Paul

To: kash johal who wrote (58801)	5/22/1999 4:42:00 PM
From: Amy J	Read Replies (2) \| Respond to of 1583466

Thread, I have a question for you. Do you see a future for MediaGX/PCOAC for the STB or Web-based market? How will NSM/Cyrix be able to launch integrated Web-based or STB chips when, according to the articles, it has just cut off its development on PC processors which fuels the designs for the integrated chips? Yet, the AOL announcement re: MediaGX appears to be significant. Thanks, Amy J techstocks.com ================================================================== RE: "For National, the MediaGX coup comes at a time when the company had given up on PC processors and begun focusing more on positioning the integrated Cyrix chip for just such Web-based applications." "Under National, the team designing a stand-alone processor would transfer its finished core over to the designers of the integrated chip, which would add peripherals such as core logic or some basic graphics. Since National intends to sell off the design team, which created its stand-alone microprocessors, the MII, the future of National's microprocessor product road map as well as its integrated products could be subject to dramatic change." "Ironically, National is left with an integrated product road map, which is anchored by the "MediaPC," supposedly all of the functions of a PC integrated onto a single chip. Since National is now concentrating upon the embedded set-top box market and not the PC, the chip as well as the 'MediaPC' name will probably require an overhaul." "When asked at what clock speed the MediaGX would run, Tobak replied: "In the 200s, maybe. But I really don't know or care anymore." =================================================================