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: Jim McMannis who wrote (26182)	4/22/1998 11:38:00 PM
From: Yousef	Read Replies (2) of 33344

Jim, Re: "You know a lot about process technology but our investing experience is much different." Thank you, Jim ... and ... you are right that our investment "styles" are different. I believe that stocks prices are driven by increasing profits, which in turn are driven by competitive advantages that come from superior technology, people and management. AMD has a chip (K6) that has performance that falls between the P5MMX and the PII, but their IC process (both .35um and .25um) is 1 - 2 years behind Intel. AMD has NO competitive advantage, NO superior technology ... and to top it off, Intel has lower manufacturing costs. NO "funny/special" pattern in AMD's stock chart can offset these fundamental problems, Jim. Some day you might understand. Make It So, Yousef

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