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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Steve Porter who wrote (32070)	5/6/1999 12:23:00 AM
From: Joe NYC	Read Replies (1) of 33344

Steve, I agree with your previous comments. I can't understand how NSM wants to operate in the "information appliance" business if they sell South Potland fab and their test fab. If you are selling commodity type stuff, you have to be able to make it cheaply. And for that, you need a fab and a competitive process technology. They are giving up both, and in long term NSM is doomed. THis whole thing couldn;t have been written any better by Dilbert's Scott Adams: "Exiting ... business in order to sharpen company's focus ... Upon completion of this restructuring, the company expects to return to profitability..." I think one (of many) mistakes Halla made is that he didn't announce last year that he exited the LAN business in order to focus on ___ (fill in the blank). It might have been worth a few upgrades and a quick run up. Joe

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