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: burn2learn who wrote (6279)	1/16/1997 9:16:00 PM
From: Steve Porter	of 33344

Mike, Allow me to respond to your capacity concerns. Jay said their relationship with IBM Micro was good (and I believe getting a little better, although he was careful to say it has always been good, politics). He also said they constrained their orders. Which means if they want more capacity they can get it. Also there was talk of moving to Plastic packing, cheaper and quicker to get their hands on. I think they will have ample capacity for at least 2Q's Steve PS If the only thing wrong with Cyrix is capacity, I am more than happy to hold this stock. Capacity (or over production) has been their bain the last year. It isn't any more, that speak volumes right there.

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