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To: Tony Viola who wrote (12377)	5/15/1998 10:31:00 AM
From: shane forbes	Respond to of 25814

Tony: Thanks a bunch for the research. Re: NSM, OTOH, is imploding. I have a few basic rules about investing in tech stocks - one is do not bet against the gorillas - in semis that is do not bet on companies winning against INTC - might happen but it is a bet with the odds stacked against you (heck LSI and Corrigan know this as well - hence the exiting from the PC arena). Likewise do not bet against MSFT, CSCO (though I have ASND - no one said I followed my rules to the T!) etc NSM has a fairly good analog business but they have a very large commodity PC based business. I have not read the release but my sense (like all in the PC industry and commodity areas) they are getting their buns kicked here. The Cyrix acquisition is the INTC bet - they may actually do well here over the next year if they produce their computer on a chip etc but this is not going to be a smooth road. We shall see. In one way I am kind of happy. I recall the Cyrix acquisition bringing on some fears on the LSI thread (anything seems to scare us!) - looks like Corrigan and Matley were right - Halla had the right idea but it is not easy and the company may be the wrong one. Funny NSM was featured a few weeks ago as the up and comer in Fortune I think. This might be an unrelated blip (commodity parts) but still it must make those shareholders somewhat uneasy. Shane.

To: Tony Viola who wrote (12377)	5/15/1998 2:24:00 PM
From: Duane L. Olson	Read Replies (2) \| Respond to of 25814

Tony, To open some futher discussion on "How Bad It Gets", I would like to note that today's weakness is spreading from what should have been a concentration around the PC chip suppliers (INTC, NSM, AMD) based on Kurlak's renewed attacks out of Merrill Lynch. Kurlak is probably under a bit of pressure from some big customers after he got them out of the entire sector in time to avoid the big run-up from mid-January through April. He was predicting a SOX of 212, and with no sign of a move to anything like such gloomy depths, he appears to put one of these bulletins out whenever the market is already weak. biz.yahoo.com Is your view of things as gloomy as Mr. Chief Naysayer? TSO