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

To: Donald Isenhower who wrote (27298)	6/12/1998 12:50:00 PM
From: Steve Porter	Respond to of 33344

Donald: About half my holdings (NSM included) would have been able to be double to triple what they were if I had just believed the naysayers that any improvement wouldn' come this year and waited. :( For the general industry that seemed to be Halla's view as well.. no recovery until early next year. However that is because the "mid-market" ($1200-$1800) PC's are "going away". That is not good news for Intel, and is moderately bad AMD. It doesn't mean squat to Cyrix since they sell under that level. It really looks like Halla, and the rest of Mgmt are really confident in the Cyrix chips but don't wanna come out and say "this could really explode". I am betting that with .25um GXm coming out of Portland that Compaq will use a GXm deskopts again. I am also going to bet you that Cayannne is a lot further along than a lot of folks want to believe. In that I am not talking about manufacturing, but rather the actual design will be better than most people think (fewer revs needed to debug the chip, therefore faster time to market). When NSM acquired Cyrix the reason the Cayanne was delayed is that it underwent (as I have heard.. this is a rumour) new design verification and simulation. As a result they caught a lot of things that Cyrix would have caught on the first, second snd third silicion runs. In fact given the extra months they took for verification they may need only 3 revs in the fab plants to have a sample ready part and 1 - 2 more revs for layout tweaks before they are ready to ship. Basically Halla and company wanted to play down Cyrix, although the analysts were all over him about it (I would say 80% of Q&A was related to Cyrix and no one gave a rat's ass about the rest of the compnay). Cyrix is NSM's new card up their sleeve. We all know how much of a wild ride Cyrix's unit shipments were like. With the Portland fab available and IBM available, National has a chance to rake in a lot of "unexpected" revnue from the Cyrix unit, which would go straight to the bottom line. All in all I am positive going forward but looking for a price in the high 13's to go long from. Steve