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

To: Pravin Kamdar who wrote (27959)7/6/1998 6:40:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 33344
 
Pravin - Re: " If the PCOAC gamble doesn't show signs soon of
paying off (I'd say six months), both the PCOAC strategy and Halla may get the boot. "

Bad news for you - Halla announced several months ago that the PCOAC wouldn't even reach the SAMPLING STAGE until the middle of 1999.

That would put the payoff as some time in the year 2008 if NSM sells them for $9.95 a piece.

Paul



To: Pravin Kamdar who wrote (27959)7/6/1998 10:09:00 PM
From: James F. Hopkins  Respond to of 33344
 
You likely know more about the strategy of the company than I do,
all I know is the cyrix chip has gained in popularity on the lower
priced boxes, and with the back door box builders , and it does a
damm good job. The PCOAC is in Taiwan already, well it may not be PCOAC, but it's close. Prices are down too.
Jim



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