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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (115255)	10/14/2000 6:30:57 PM
From: puborectalis	Respond to of 120523

NSM talk...." LOGIC SAYS BUY NSM by: bo2441 10/14/00 1:53 pm Msg: 27150 of 27152 For those considering purchasing NSM or those who didn't read the Annual Report here are some other facts: 1. Analog accounts for over 71% of NSM’s business. Over 200 new analog products last year, 250 this year. “The email you send, the movies you download, the photos you scan, the financial information you depend on anywhere, anytime – all depend of our analog semiconductor technology. Analog info. is what you see, hear, feel and experience.” 2. IA>PC. By 2005, shipments of info. appliances will outnumber PC’s according to (IDC). Guess who is the best positioned to capitalize in this area? NSM owns over 80% of the thin client market. 3. P6 of notice of annual meeting shows that 1.67% of NSM's stock is owned by the 11 directors/ officers. Thus: It doesn't appear excessive in terms of executive stock options. 4. P10 of the notice of annual meeting shows that less than 15% of NSM's stock options go to the top 5 employees. Truly this is a "share the wealth philosophy." 5. Foveon (analog imaging technology that revolutionizes digital photography)- The Foveon chip contains the world’s most complex mixed signal chip ever created. It contains 15 Million transistors. 6. Ethernet infrastructure- 10 X increase with the industry’s first GIGABIT Ethernet chip combining 10/100/1000 megabits on one chip. A 10-fold improvement over existing Ethernet infrastructure. 7. By 2001, as many as 38.5 million high- performance flat panel displays are projected to be sold. With the purchase of Vivid Semiconductor, NSM dominates here. NSM also has over 70% market share of CRT controller electronics. 8. NSM net income for fiscal 2000 was $620,800,000 versus a loss of $1,009,900,000. The divestiture of Cyrix was a smart move that left NSM with the Geode and has set it on a direction of success. The corner has been turned, investor confidence and momentum will continue to increase each quarter NSM beats the street. 9. Debt to equity ratio is now a healthy 4.9% versus 51.7%. 10. Shareholder equity nearly doubled to $1,643,300,000 from $900,800,000. As has been pointed out, many Geode product win announcements are just around the corner. Brian Halla said that in the area of web pads, look for many announcements from many companies in advance of the Christmas season. number_1_semi_guy and others agree that “It’s going to be a very very Geode Christmas."

To: Jenna who wrote (115255)	10/14/2000 10:59:36 PM
From: Rolla Coasta	Read Replies (1) \| Respond to of 120523

Good post Jenna, just how low do you think DOW / Nasdaq could go ? How long the bear market would last ? Q

To: Jenna who wrote (115255)	10/15/2000 7:17:34 PM
From: hotlinktuna	Respond to of 120523

Good read Jenna! It does seem to me that one sector which has been hammered too hard is possibly semis.....as some of these stocks are trading at 8-12 times this year's estimated earnings. I'll be cautious to see if a real trend establishes itself early this week, as many areas are still overvalued as you mentioned. Should make for a very interesting week to say the least....thanks again Jenna! tuna