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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST

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To: FJB who wrote (22067)12/16/1997 12:57:00 AM
From: Scumbria  Read Replies (1) of 33344
 
Robert,

>Excellent, now we are on the same page.

I think not, but I do enjoy mixing it up with you. I admire your persistence. (Of course anyone still on this thread after the last few years must have a truly indomitable spirit!)

>If you like Intel so much, why do you own IDT?

I have significant holdings in CYRX/NSM, INTC, and IDTI. I expect to make a lot of money from two of the three. Unfortunately most of my holdings in the other company are currently worthless.

>When gross margins get near 50%, that might be the time to pull the
>trigger.

Any guesses about the margins on 6x86?
Intel was downgraded today to a "paltry" $3.50/share for FY98.
That does not sound like a panic sell condition to me.
biz.yahoo.com

Scumbria

To all- Any bets on the winners in California utilities deregulation?
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