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

To: Kyle who wrote (27481)	6/16/1998 10:57:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 33344

Kyle, First off please don't take this post the wrong way.. that said... This stock just doesn't slow it's crawl downward. It doesn't look promising, especially when the short term is still very much in doubt. I think it won't be till about sept-oct, before we really see any appreciable upward movement. Kyle if it goes any lower NSM will be bought. Hell if it goes any lower Bill Gates's daughter will be able to buy it on her allowance for 1 day. It ain't going any lower than this.. this is it.. end of story (give or take 1/2 pt). It is still gonna be one hell of a loss next quarter! Okay, keep thinking that.. it's not going to be nearly as bad as everyone thinks. NSM forecast the comming quarter assuming all production from IBM and none out of their local fab. With their .25um yeilding 67% the costs will come way down on the Cyrix stuff and speed grades will increase as will volume and margins and ASPs.. A blow out quarter from teh Cyrix division, continuing recovery from the Analog group, the begining of a recovery from the Networking group.. none of this was figured into their estimates.. they even said they were giving "almost worst case" (I believe those were the words at one point). NSM will be close to break-even in the comming quarter.. watch.. Steve