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To: joe who wrote (26047)	12/10/1998 1:11:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 45548

Joe, OT RE: NSM First Call Estimate: Loss 49c Actual (excluding charges): loss 29c You tell me if they wasted it ;-).. It should be good for all techs because it is good news for AMD, INTC and NSM.. that's a good chunk of money.. if INTC starts moving up so will MSFT.. if MSFT & INTC are going up (and DELL in sympathy) then everything goes up like crazy.. This is actually also good news for the network market since a lot of NSM's product goes into PCs and PC components.. (therefore PC components and PC sales UP). For a trade I'm not sure.. the right time to trade was in this am and probably out this pm.. if it gets to I had a stop at 17.5 and I'm not sure but I think I'm out.. (i'll have to check).. Regards, Steve