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

To: Mourad Khediri who wrote (21694)	12/3/1997 11:26:00 AM
From: Craig Freeman	Read Replies (1) \| Respond to of 33344

Mourad, this market is nuts. I can understand why INTC would take a small hit but why should AMD fall after their CPQ coup? And, what does Montgomery know that should make NSM worth 8%+ less in a matter of hours? One might suspect that CPQ is being seen as able to name their prices for components (HDs, CPUs, etc.) but even CPQ is skidding. IMHO, the only reasonable explanation is that retail Xmas PC sales are coming in below expectations. Is that's true, this is gonna be a Maalox month! Craig

To: Mourad Khediri who wrote (21694)	12/3/1997 12:56:00 PM
From: Kyle	Read Replies (3) \| Respond to of 33344

This doesn't look good guys... The cyrix shares we used to own is now down to the $23 level. That would require an appreciation of nearly 50% to get back to the level we were at ($34) not too long ago. Something must be wrong. Do you guys think NSM is gonna release disappointing quarterly results.. If so, are there any rumors as to how large the neg. earnings surprise is gonna be? If there is no change to the fundamentals (which i doubt) wouldn't this be a great time to buy in? Ky