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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Scott Carr who wrote (32329)	5/16/1999 4:34:00 PM
From: kash johal	Read Replies (1) of 33344

Scott, Re:"NSM is the only Co posoitioned to fabricate analog VLSI chips. Analog VLSI will change future input/output technology significantly. Do you understand the importance of this?" Do you understand that you haven't a CLUE? National has done great with relatively low end analog crap. They have always been a low cost low end supplier. The great next wave is mixed-signal where you have an analog front and back end but the signals are massaged digitally. You need DSP expertise in this area. So think folks like TI and Analog Devices who are positioned to dominate this segment. A maor fiasco is the 3Com socket. They had a pure analog solution. Competition came along offered an integrated single chip 4 channel solution. National lost a major design win, They then desperately bought comcore for $100M to play catch up. The comcore byout so far has been a disaster. As folks integrate complete systems on chip National is NOWHERE in this market. An example is the mobile phone markets. Overtime their share of these phones has gone down. Eventually in a few years it will be down to zero. Regards, Kash

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