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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Morgan Drake who wrote (31467)	4/17/1999 10:18:00 PM
From: FJB	Read Replies (1) of 33344

AOL will soon be announcing its first web appliance offering based on this Alcatel product. alcatel.com I don't think National has any silicon in it(don't know for sure), but the beginning of web appliance offerings might have been viewed by the market as a validation of National's strategy. The Barron's write up last weekend certainly didn't hurt. Also, AMD forecast it's non-MPU would see 10% sequential sales growth. The first time this has happened in 15 months. The market may have taken that as a signal the semiconductor industry really is recovering and that NSM is cheap. Just speculation, except the part about AOL, that was reported in Friday's WSJ. A quote from the article, The country's largest online service is expected to introduce a variety of gadgets, including a screen phone, in the next several weeks, according to people familiar with the company's plans. Bob

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