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

To: Scumbria who wrote (30587)	12/11/1998 12:49:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 33344

Scumbria - Re: " I bought back at 15 1/2, the same price I got out yesterday." Your broker must love you ! In one day. Out the next day. Back in the following day. Sounds like you lack real conviction. Paul

To: Scumbria who wrote (30587)	12/11/1998 12:52:00 PM
From: AB	Read Replies (1) \| Respond to of 33344

All in all, I thought that the CC went well, but among all the talk about design wins, fab yields, etc., the bottom line got somewhat obscured. What I came away with is this, NSM had revenues of $510MM and expects a 6-8% increase next Q which gets them to about $550MM, BUT, and this did not come out until near the end of the call, NSM needs about $630MM to break even. So unless there is a dramatic upside suprise next Q or so, NSM needs 2-3Q of 6-8% revenue growth just to break even!! And of course if business should slow down, then watch out below. Anthony PS In today's LA Times there was aCircuit City ad for a CTX notebook for $1200 with a 266 MHz Media GXm CPU!! I don't remeber this speed ever being actually announced as a shipping product.