NSM Message Board - Msg: 2016530

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Technology Stocks : NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Joe NYC who wrote (230)	8/21/1997 6:42:00 AM
From: Robert Scott	of 280

You'll have to wait until Forbes issue (subscribe and you'll receive ASAP with it) in about 6 weeks. However, he mentions that one of the big issues today is the difference in speed between microprocessor and memory chips - big problem in his view. Way to fix is system on a chip (lessen the distance between the two) and so with Cyrix, NSM will be able to offer system on a chip. Other positives too. He has added it to his portfolio along with LSI. Remember, Gilder is not a stock picker from the standpoint of when to buy - he just talks about the direction of companies, what they're working on and whether they're ascending or decending on the technology curve.

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