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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: John Edwards who wrote (30691)	12/20/1998 6:53:00 PM
From: Pravin Kamdar	Read Replies (2) of 33344

John, Of course no one knows. Owning NSM has devastated my invetment equity, but I'll be damned if I'm going to sell. If I do, Cyrix will deliver and NSM will triple. I am concerned that information appliances will be risc and Java/Jini based and take away much of the market that Cyrix is hoping for with their MediaPC chip. MXi will probably also be relatively low frequency and have to struggle against the Celeron/Whitney combo from Intel. Jalepeno has hope, since AMD is going to Slot A, but Jalepeno is vapor ware at this time. Cyrix should do well in the laptop market with its various '99 offerings, though. Much depends on the success of the Comcore based phy products and the health of NSM's analog products. We could see $10 before we see $20. But, I'm not selling. Pravin.

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