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

To: Joe NYC who wrote (27751)	7/1/1998 7:46:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 33344

Joe, Lehman reports that NSM's fiscal Q199 ending in August may be higher than sequentially flat: Thanks for the news Joe.. now my question... "No shit!".. ;-).. it's not that hard to figure given the yields and speed grades coming out of Portland. Not to mention the rebound in Analog and the resurrection of the networking area. NSM is really well setup. They had problems swallowing Cyrix, but those seem to be fixed now (or almost). I could give you the example of COMS to show just what a merger can do to a company. But COMS has also sorted their problems out (it took a whole year for them though). Steve