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

To: Dale J. who wrote (27944)	7/6/1998 4:57:00 PM
From: James F. Hopkins	Read Replies (2) \| Respond to of 33344

Hi Dale; I think at this price she at least an accumulate, and that's what I'm now doing. I did a long post some months back about how INTC and CYRX only appear to compete. INTC don't want to kill Cyrix that opens the door for RISC type chips. On top of that the big players own all three stocks, AMD, NSM , and INTC..they do a parlay or asset allocation, were they balance out at times based on how the stock price diverges. ( ratio wise ). Just watch the internals of the SOXX..funds own every stock in it. Some of them also play the SOX options, and know how to move the sox up or down by buying or selling the thinner traded stocks. THE SOXX is not market cap weighted. The arguments about NSM vs INTC are foolish, INTC don't care if some one takes out the low end of the market, as long as they keep the RISC architecture from making any big inroads. AMD vs NSM would make some sense, & from that angle it looks like NSM has gained an edge since 96. Jim What do you think of the Smith Barney recomending MOT and it spiking up, just before this came out. news.com ?