Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kash johal who wrote (21987)	12/10/1997 9:54:00 PM
From: Investor A	Respond to of 33344

Kash, I am not worry about the current NSM price at all. It would make new hights when the streets figure out that NSM has digged out the richest gold mine on earth from their merge with Cyrix. If you want to hedge the market against your tech stock holding, you have to choose the tech stocks to short as well. The best choice is INTC puts! Intel has been forced to enter the sub-$1,000 PC market without choice. The fierce price competition from AMD (to sign up tier 1 and 2) and better technology from Cyrix have been eating Intel market share as well as their profit-per-unit. There is no sign that Intel market share could maintain or expand, ASP could raise, or most important that Intel could come up with best technology. Wonder if market would await for INTC meltdown until MXi shows up. Once the 128-bit MXi debuts during 2H/98, all the Intel processors would be treated like today's 386SX. Fuchi ... who loves Cyrix's innovations Please support the PC industry & protect consumer interest techstocks.com