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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
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To: FJB who wrote (30384)12/2/1998 5:20:00 PM
From: kash johal  Read Replies (1) of 33344
 
Robert,

I think the semiconductor companies all look great.

I'm in AMD and NSM big time and own some LSI calls as well.

NSM should have had a pretty good quarter and we all know that the company is very profitable when things pick up.

Even with the write-offs we should see a good quarter and a boost in share price.

As the excess semiconductor fab capacity gets worked out any of the semi's is probably a good buy.

Good luck next week to all the NSM longs.

Regards,

Kash
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