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

To: Steve Porter who wrote (26210)	4/23/1998 9:15:00 PM
From: Badshah J.Wazir	Respond to of 33344

Steve, ......>>>They have vision, but it's blurry and confused which doesn't sit well with me. I like a nice decisive view of the future (or at least of future plans) Steve, I believe CYRX/NSM do have a vision and a game plan, the major hurdle is CAPACITY constraints to achieve the vision/the goal. They are very close but not there yet. Recognition of the product and the technology is there,but without capacity to deliver they are handicapped in the market place. I have been holding NSM/CYRX for long time but it is less than 2% of my total portfolio and year todate I am up by 19% as of this evening. If and when there is a 10% correction in the market, I expect NSM to drop to the high teens, at that point I may add to my position. I don't believe their execution as flawed as you have us believe. Please , keep a small position in NSM just to have you on the thread. Good Luck. Badshah.