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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: bob bell who wrote (7747)	4/7/1998 10:13:00 AM
From: Gordon Quickstad	Read Replies (1) \| Respond to of 11555

The market'll drive ya crazy. I watched my recently acquired NSM wither after a downgrade on Mar. 13 to a point where I sold on Friday during the last 5 minutes of trading. Then on Sunday, the company PR's SysOnChip and the stock shoots up to just under my original buy price! They shoulda called me.....

To: bob bell who wrote (7747)	4/7/1998 2:26:00 PM
From: Rob S.	Respond to of 11555

A good thing about all the hype put out by Halla is that it helps to bust open the Intel Mystique. The media has grown increasingly willing to not take everything that Intel says as absolute gospel and give the competitors some free press. Halla may have not said anything of substance that was new but he probably got about $100 million in free trade press for Cyrix/NSM. If they are successful in developing the SOC parts and they crank out 30,000 8" wafers at 0.25/month as planned, then they will need all the free publicity they can muster in order to sell them. Every chink in the "Intel Inside" armor NSM can pick away at will benefit IDTI to some extent.