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


To: Scumbria who wrote (28888)8/14/1998 3:04:00 PM
From: StockMan  Read Replies (1) | Respond to of 33344
 
Scumb,
Re -- I don't get it. DLJ Direct picks NSM as a "Top Pick"

You have a LOT to learn my boy. Think about stuff and ASK questions (as opposed to blabbering on as you do) and maybe you'll learn something.

Have you wondered why Cyrix/NSM is engaged in a marketing campaign to spur demand for their products, when in a downturn, companies typically turn to R&D?

Stockman



To: Scumbria who wrote (28888)8/14/1998 4:36:00 PM
From: patrick tang  Read Replies (2) | Respond to of 33344
 
The CPU products coming out of NSM the last year and especially the last 8 months when the division is totally under NSM control speaks for itself. Seems like they ran on some dream and not microprocessor market realties.

patrick



To: Scumbria who wrote (28888)8/14/1998 5:07:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 33344
 
Scumbria - Re: " DLJ Direct picks NSM as a "Top Pick" the same week as this pre-announcement. Any theories?"

Two.

1. Stupidity.

2. Incompetence.

Paul



To: Scumbria who wrote (28888)8/14/1998 7:01:00 PM
From: FJB  Read Replies (1) | Respond to of 33344
 
Scumbria,

This is the first time I've heard a 10K filing referred to as a pre-announcement. Can you tell me what incremental information was contained in the 10K? I compared the outlook section to earnings CC notes and the 10K restates what was said two months ago. The DLJ upgrade was made knowing what NSM's business was like two months ago.

Bob