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

To: Jim McMannis who wrote (32504)	5/23/1999 2:54:00 AM
From: Robert Sheldon	Respond to of 33344

ALERT! The following is only my opinion PAUL! Next question is...what is the cost structure up to and including retail.? Well, as disruptive technologies (thanks Clayton Christensen) go, the logical route would be to outsource the entire capital-intensive infrastructure needed for end product manufacturing. I believe that this is a case of technology overshoot, and as such, the folks at Foveon should continue to churn out chips via NSM's fab and let the rest of the world experiment with end products. Heck the chips will ultimately sell for a buck or so. Volume, volume, volume! An interesting sidetrack is that eventually the technology could be used for motion pictures. This however, is several Internet iterations and processing bottlenecks away (go GBLX, UNPH and Softcom! – lots of bandwidth needed for this to occur). With all the money Foveon, and ultimately NSM, will make from the chips sold it is not a question of if but when (assuming the profits are plowed back into research).