SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Scott Carr who wrote (32255)5/13/1999 4:16:00 AM
From: Craig Freeman  Read Replies (2) of 33344
 
Scott, thanks for the Bloomberg note re: TSMC & NSM. Perhaps TSM made their original statement about not wanting the fab to get better terms on the purchase. Only time will tell.

With TSM's help, NSM might actually get their next-gen CPUs out of the lab and into the marketplace. But that doesn't change the fact that NSM would have been wiser to pen a deal before the announcement (when a buyer knows that a seller is under pressure to unload, it is to his advantage.)

I have no NSM at the moment (long or short) but I am long TSMC -- so this is good news in my view. TSM could use the extra capacity and sales while NSM could sure use a 0.18u CPU. Win-win if the deal comes to fruition. If not ... I will still have my TSMC shares :-)

Craig

PS For an interesting cooincidence, see the endpoints of this 50-week graph: exchange2000.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News