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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
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To: Steve Porter who wrote (32171)5/7/1999 2:23:00 PM
From: kash johal  Read Replies (2) of 33344
 
Pravin,

Re: Resumes flying.

I suspect this will continue to happen.

My bet is that AMD will do a deal with NSM.

They can certainly uilize more fab capacity.

In exchange AMD could pass on the their desktop cores to NSM for PCOAC and Internet appliance work and possibly their more advanced fab process.

Strategically it would be a great fit. Unless of course NSM is looking to get a ton of cash for the fab.

Just my thoughts,

Kash J.
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