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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
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To: Scumbria who wrote (30507)12/7/1998 4:40:00 PM
From: kash johal  Read Replies (2) of 33344
 
Scumbria,

>Re NSM is unlikely to be making much money.

This was in response to Nationals pricing on MII's which range from $50 to $70. This is regarding making money on the MII's(read the post I'm responding to for clarification).

My point is that we will be lucky if Cyrix biz. is at breakeven or mildly profitable. The majority of NSM's biz is ANALOG and is good margin biz. I expect this to have recovered strongly ala Analog Devices and this is what will drive the positive earnings for this quarter.

Regards,

Kash
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