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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: Simprofié who wrote (33323)	7/10/2000 3:19:16 AM
From: cfoe	Read Replies (1) \| Respond to of 33344

I and a couple of colleagues spent some time this morning working on a valuation approach we use and NSM was one fo the stocks we looked at. It looks like an incredible buy at these prices. We believe one of the reasons is its lower esteem in the market because it still carries a lot of baggage from the Cyrix purchase debacle. And bad news hangs on a stock for a long time. But revenue growth rate and profitability should win the day, and NSM is a very undervalued stock. FYI, ATML and CNXT in the chip area are not far behind, undervaluation-wise.