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

To: Yousef who wrote (22471)	1/4/1998 11:08:00 PM
From: Joe NYC	Read Replies (3) \| Respond to of 33344

Yousef, What is the compelling reason to own this stock?? Superior design, which can amount to 1/2 generation process technology. Confidence that they will catch up with the process technology. Products mix that is well suited to where the market is going. Joe

To: Yousef who wrote (22471)	1/4/1998 11:26:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 33344

Yousef, What do you see as NSM's business strategy and competitve advantage over other CPU manufacturers?? ... What is the compelling reason to own this stock?? Very good questions. NSM seems to be taking the direction of providing inexpensive commodity technology for personal devices that will have application in 80-90% of all personal electronic devices, that is an enormous potential market. In addition the inexpensive ($200-$800) entertainment/computer systems will meet the needs of probably 50-70% of the worlds consumer market and offer nearly all of the general use functionality that does not require "scientific or engineering" applications. If nothing else, because of CYRX, CPU prices have dropped to levels that make computers accessible to a much larger consumer market than previously existed. NSM will take advantage of that market and make 50-100% margins just in the CPU market for a while if they implement their plan in a timely fashion. You have to have vision to see where technology and the largest potential markets exist. Each investor has to understand that things are different now than even 1 year ago. Will corporations that don't need high end "engineering capable" computers want to continue to pay top dollar at the expense of margins to buy expensive computers, or will fully functional, less expensive systems that can be cheaply replaced suffice? Just my opinion, BB