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

To: robert scheb who wrote (32655)	6/5/1999 4:24:00 AM
From: Joe NYC	Respond to of 33344

Scheb, That's not the way I read that. Oops, I think I misread it. Anyway, apparently the Fab and the design team are going to be sold separately, since a potential buyer for the combined package lost interest. The Texas group got a chance to find a buyer on their own but the got a relatively short time frame to do it. If they can't find a buyer, the site will be shut down. I am not sure where it leaves the development of future cores for the information appliances. I would hate to see IA go the way MediaGX went - one hit wonder. I can't see how long they can last with MediaGX core if Intel is including P2 core in their PCOAC. A Celeron based IA on Intel's .18u process will cost the same or less to make than NSM will have to pay to TSMC for MediaGX based IA based on TSMCs .25u process. But Intel will deliver 3x the performance. You may argue that you don't need a lot of processing horsepower for an IA. But if the additional processing is virtually free, wouldn't you take it? That's what killed Cyrix. Even though you don't need the additional processing power of say CeleronA over MII, why not take it if it's pretty much free? Anyway, Yousef was right about the power the process technology gives you. It's kind of like having 2 restaurants competing with each other. Restaurant A gets the finest quality ingredients, restaurant B gets low quality stuff. But the restaurant A is so big that the price for their fine ingredients is the same as what restaurant B pays for the low quality stuff. This is basically the playing field. Can you win? Maybe. But the chances are so much against you that it's unlikely. How much better the cooks in the understaffed kitchen of Restaurant B have to be able to to keep competing? And this is while the management of Restaurant B is busy investing money into research of how to sell dog food to their customers. Asked if their new dishes are going to taste good Steve Tobak, vice president of corporate marketing at Restaurant B replied: "... maybe. But I really don't know or care anymore. I think there's a little less concern about exactly what's inside ..." techweb.com Joe