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To: Jim McMannis who wrote (25555)	1/18/2001 12:23:46 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Jim, we know Mobile Duron isn't Morgan, so PowerNow wasn't intended for it. This roadmap shows Morgan Samples in Q1 '01 anandtech.com Mobile Duron is a savior to get infrastructure rolling for Morgan's release. It's a brilliant MOVE!! Milo

To: Jim McMannis who wrote (25555)	1/18/2001 3:56:59 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Jim, I was looking at NSM today... they look rather good as well... (and up nicely today, like AMD). www2.marketwatch.com P/E: 7.69 EPS: 3.78 I haven't been paying too close attention to the non-PC semiconductor industry recently (since NSM sold Cyrix to VIA, or thereabouts), so I have no idea what NSM is up to these days. As far as I can see, they are fairly heavily into information appliances... Do you know what products they have out now? In the pipeline? Could be a top performing company this year... -fyo