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

To: Moominoid who wrote (25958)	4/17/1998 12:03:00 AM
From: neko	Read Replies (1) \| Respond to of 33344

I agree that little on this thread discusses the real financial situation of NSM. I would warn you that although the prospects for visibility using the Cyrix chips has helped NSM, they are killing the bottom line. The Cyrix acquisition was a very aggressive move by a very conservative company. Too, aggressive. They came up short last quarter. And if you heed the warnings in the semi-industry they will miss again this quarter. Although the PE looks decent, don't be deceived, this stock should be avoided until after June. prrr, neko

To: Moominoid who wrote (25958)	4/17/1998 12:36:00 AM
From: Robert G. Bianchi	Read Replies (1) \| Respond to of 33344

David, I have held positions in Cyrix and then NSM for quite some time. National already has warned that the next quarter's earnings will no be. Next quarter should have a loss. Someone else has suggested that picking up NSM in June is a reasonable idea. I think picking a good price to get in at is probably a better idea. I am planning on doing a little bottom fishing. I expect that the coming quarter's earnings conference call will be critical. There probably will be a pretty strong reaction. I am not sure which way. The quarter will be bad, but the outlook should be good. Significant ramp-up of the Portland Fab with MediaGX parts isn't expected to the second half of 1998. If you are looking for a good Short. Intel is a no brainer. With Intel stopping production of Socket 7 Microprocessors (i.e., the Pentium with MMX), there is a tremendous opportunity for all the alternate x86 suppliers. If the can meet demand, Intel is in for a lot of trouble. Hope this helps! Bob