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Strategies & Market Trends : Three Amigos Stock Thread

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To: Sergio H who wrote (5683)	6/6/1998 10:16:00 PM
From: James Wright	Read Replies (1) of 29382

Sergio -- I am not a cheerleader for NMGC (I'll have to be careful talking about cheerleaders -- one of my daughters just made her high school cheerleading team for next year!). But as I said previously, I challenge anyone to find a company with better fundamentals (both leading and trailing). Its growth rates (for both revenues and earnings) are astounding, and the prospects are good for the trends to continue. And yes, it consistently beats expectations. The one thing that has held back NMGC (other than the recent massacre of semiconductor companies in general) is the fear that an industry giant like Intel will enter NMGC's market niche (laptop graphics chips) and stomp all over NMGC. However, with the new 256 bit chip that reportedly will be officially announced on Monday, NMGC will be so far ahead of the potential competition that I think this fear will begin to abate. -- Jim

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