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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
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To: Yousef who wrote (22465)1/4/1998 9:51:00 PM
From: AB  Read Replies (1) of 33344
 
Yousef, Why do you call NSM a technology follower? Yes, they may be a few months
behind on the .25um curve, but remember this is NSM which is primarily an analog
shop. I would bet that they are running a lot of rather exotic, leading edge processes
for the RF, power chips, etc, etc. They probably have a lot more process expertise
than a LOT of other companies.

Lets see how many GXm products are announced at the CES and the next couple
of weeks before you label NSM a loser. I'm betting NSM is going to sell a LOT
of GXm chips in 98!

Anthony
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