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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: George Gilder who wrote (32246)	5/12/1999 10:06:00 PM
From: Paul Engel	Read Replies (2) of 33344

George - re: "The company is poised for an explosive advance. Just watch." I have watched. NSM has done nothing but LOSE MONEY and LOSE MARKETS! This company is INCOMPETENT. Camera technology revolves around MASS production of HIGH QUALITY, LOW COST OPTICAL LENSES - when has NSM ever made a lens? It also involves incredibly sophisticated, highly complex automated assembly plants to handle the mass production of electromechanical and optical assemblies. Is NSM going to compete with Olympus, Sony, Nikon, Canon, etc ? All these companies have excellent access to semiconductor technology - including solid state detectors. What does NSM bring to this party? If NSM enters this market, they will write off another BILLION DOLLARS within a year's time. Re: "It is also keeping the fab, though sharing it as a foundry" Sharing ? What a nice comforting 1990's word. NSM is BAILING OUT as fast as they can - you can cover that over with a PC word - SHARING - but that fab is a PROVEN LOSER. Paul

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