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

To: Scumbria who wrote (30297)	11/18/1998 2:54:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 33344

Scumbria - Re: " I just bought back in to NSM. " Good luck. I view NSM as terminally ill - in x86 processors. Paul

To: Scumbria who wrote (30297)	11/19/1998 2:01:00 AM
From: kash johal	Read Replies (1) \| Respond to of 33344

Scumbria, I think you made a good buy. Intel and AMD have announced their good news for this quarter already. It is quite likely that National's business has picked up and they have a pretty solid product line (except in x86 CPU's). So there is real potential for a good ramp in December once numbers come out. I noticed you exited AMD and took your profits. I have chosen to write Jan 30 and 35 Leaps at $4-4.75 as a hedge. I still think there is some upside there once dresden comes on line and the K7 bandwagon builds. Anyway let's hope National delivers a positive surprise in december and we could see $20 a share in a few weeks. Good luck, Kash