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Technology Stocks : Compaq

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To: StockMan who wrote (4909)8/20/1997 11:30:00 AM
From: Jim McMannis   of 97611
 
StockMan,
I don`t own any IDT, heck I tried to talk you out of buying it.
Cyrix/NSM...a loser? I think not...My Cyrix stock is now cruising at 28.5 up from 20 since the annoucement of the NSM merger and my basis is 16. the C6 is a loser before it comes out. The GX is now at 180 soon to be 200MMX and Compaq has proven it to be a winner...and it`s cheap...so cheap you`ll see $500 computers by the end of the year.
It`s in production, tried and tested...something the C6 isn`t.
C6 does have a small die size but so does the K6.
Remember, timing is everything, while the C6 sounded good in May `97 will it look good in 1998?
Jim
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