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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 (22471)1/4/1998 11:26:00 PM
From: Big Bucks  Read Replies (1) of 33344
 
Yousef,

What do you see as NSM's business strategy and competitve advantage over other CPU manufacturers?? ... What is the compelling reason to own this stock??

Very good questions. NSM seems to be taking the direction of
providing inexpensive commodity technology for personal devices
that will have application in 80-90% of all personal electronic
devices, that is an enormous potential market. In addition the
inexpensive ($200-$800) entertainment/computer systems will meet the
needs of probably 50-70% of the worlds consumer market and offer
nearly all of the general use functionality that does not require
"scientific or engineering" applications. If nothing else,
because of CYRX, CPU prices have dropped to levels that make computers
accessible to a much larger consumer market than previously existed.
NSM will take advantage of that market and make 50-100% margins just
in the CPU market for a while if they implement their plan in a
timely fashion.

You have to have vision to see where technology and the largest
potential markets exist. Each investor has to understand that things
are different now than even 1 year ago. Will corporations that don't
need high end "engineering capable" computers want to continue to
pay top dollar at the expense of margins to buy expensive computers,
or will fully functional, less expensive systems that can be cheaply
replaced suffice?

Just my opinion,
BB
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