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

To: Pravin Kamdar who wrote (21884)	12/9/1997 10:54:00 AM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 33344

Well, NSM is down $1.5. Looks like the market isn't liking National's results (or should I say Cyrix's results). Given the stock price action last week, I would say that NSM has just as hard of a time keeping a secret as other companies. What a shame. (I know I'm jumping to conclusions, but I've seen it happen often enough, and have every right to do so.) Pravin.

To: Pravin Kamdar who wrote (21884)	12/9/1997 5:33:00 PM
From: Jeff Fox	Respond to of 33344

Pravin, re: Cyrix innovation: 5.4% gross margins! Gross margin of 5.4% is truly an "innovation" in business. Losses 22% of sales borders on philanthropy! Looks like NSM is a well managed company Yes, I agree. NSM has survived 30yrs+ with 40-50% gross margins all along making it a very tightly controlled ship. This Cyrix hemorraging is very new to National and will be very scary. National's management has a reputation of lopping off heads for unit results much less sever than this. It will be fun to watch as they are now finding out what they bought. After a suitable period of denial NSM will move to stop the bleeding. The first shoe has dropped. Jeff