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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Scumbria who wrote (32299)	5/15/1999 1:36:00 AM
From: dumbmoney	Read Replies (1) of 33344

Who says that National is divesting Cyrix? The CEO of NSM. You don't believe him? I bet the Cyrix engineers believe him. The MediaGX/PCOAC business is just starting to take off. Two possibilities. Either the market doesn't take off, in which case NSM is toast. Or, the market takes off, there is lots of competition (including from Intel) and NSM is again toast, because they can't compete. NSM targetted low-end PCs because they thought it would be a safe haven, free of intense competition. Which it was - as long as the market was too small to interest anyone else. Now NSM is targetting "appliances" because they hope to avoid competition. See the pattern?

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