CYRIX / NSM Message Board

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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Steve Porter who wrote (32749)	6/14/1999 12:49:00 AM
From: shane forbes	Read Replies (1) of 33344

The financial statements are sufficient. The promises are not necessary - Halla's IAs are still so small it is not a factor. The analog business is not garbage however. About 94% of last Q revs are in decent shape going forward. Foveon is solid but it is still very early. People should not buy NSM because of Foveon. Gilder may be right this is a cool invention but show me the numbers Mr. Gilder. If not there is just hype. Must be like the nets. Promises are valued at arbitrarily high prices; reality is valued much lower. Halla's promises about IAs were all the rage several quarters ago - then reality struck. Foveon is more than a promise but there is still a long time before the cash starts flowing through to NSM. People should buy NSM (if they choose to) because of the strength in the core businesses. Regardless of what people may say these are strong and the valuations interesting.

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