CYRIX / NSM Message Board

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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Moominoid who wrote (25958)	4/17/1998 12:36:00 AM
From: Robert G. Bianchi	Read Replies (1) of 33344

David, I have held positions in Cyrix and then NSM for quite some time. National already has warned that the next quarter's earnings will no be. Next quarter should have a loss. Someone else has suggested that picking up NSM in June is a reasonable idea. I think picking a good price to get in at is probably a better idea. I am planning on doing a little bottom fishing. I expect that the coming quarter's earnings conference call will be critical. There probably will be a pretty strong reaction. I am not sure which way. The quarter will be bad, but the outlook should be good. Significant ramp-up of the Portland Fab with MediaGX parts isn't expected to the second half of 1998. If you are looking for a good Short. Intel is a no brainer. With Intel stopping production of Socket 7 Microprocessors (i.e., the Pentium with MMX), there is a tremendous opportunity for all the alternate x86 suppliers. If the can meet demand, Intel is in for a lot of trouble. Hope this helps! Bob

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