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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Mourad Khediri who wrote (21694)	12/3/1997 11:26:00 AM
From: Craig Freeman	Read Replies (1) of 33344

Mourad, this market is nuts. I can understand why INTC would take a small hit but why should AMD fall after their CPQ coup? And, what does Montgomery know that should make NSM worth 8%+ less in a matter of hours? One might suspect that CPQ is being seen as able to name their prices for components (HDs, CPUs, etc.) but even CPQ is skidding. IMHO, the only reasonable explanation is that retail Xmas PC sales are coming in below expectations. Is that's true, this is gonna be a Maalox month! Craig

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