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

To: Steve Porter who wrote (30405)	12/2/1998 11:26:00 PM
From: kash johal	Read Replies (1) \| Respond to of 33344

Steve, NSM will surprise to the upside big time. Not due to Cyrix however, but due to it's other biz. They build a lot of product (packaging/test) offshore so with the devaluations their costs have decreased dramatically. And in the analog business the packaging/test costs can be higher than the silicon costs. And they own their own facilities so these go directly to the bottom line. It's not like some folks who sub-contract to far-east suppliers in US dollars. There the money has gone into the subs pockets. Frankly the Cyrix product execution sucks, but it's only a small portion of their sales. If they ever execute on the PCOAC and the new Fab and 0.18 micron we could easily have a double. But I am at least looking for close to $20 or above based on generic industry news. FYI Analog devices was up 20% today after beating estimates by $0.01, they had positive things to say on 99. I think this helped the stock today. Regards, Kash