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: Steve Porter who wrote (27289)	6/12/1998 12:02:00 AM
From: Donald Isenhower	Read Replies (1) of 33344

Steve, Another thanks for the summary. I intend to log off here and listen to the CC since maybe it will quell my queasy stomach I've been getting from all the other bad news today (ASML warning, diskdrive report that has no growth in 2001, etc.). I like the potential now in the simis to really do well over the next year or two, but being inexperienced I started moving to margin too soon! Didn't think NSM would move below $16 and didn't think ASYT would be below $15. So I now live in this juxstaposition of more and more high-tech stuff getting bought but watching the companies selling it to us getting killed. e.g., At my university we are already replacing Pentium 166s with faster machines so that we can run Microsoft NT (the older guys will not be used the 3-5 years previous machines were is my bet). This is being driving by students demanding adequate resourses and our support staff finding that the Windows 95 system just offers too much of a load to keep a couple thousand machines running. I expect to average 20-30 Gb on my two Sun Ultrasparcs by the end of the summer, and we are adding disks regularly to our other Pentium and Macs to make them more useful as servers (or to dual boot the machines with UNIX). Of course where this fool screwed up, was failing to add up how much was being sold to SEA. Now I wish I was up to estimating the growth potential in other countries where I have former students starting businesses that are growing and are in need of newer equipment. About half my holdings (NSM included) would have been able to be double to triple what they were if I had just believed the naysayers that any improvement wouldn' come this year and waited. :( Donald

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