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

To: Jim McMannis who wrote (30727)	12/30/1998 12:18:00 PM
From: Daniel Shaffer	Read Replies (2) \| Respond to of 33344

What about growing Semiconductor demand? All this technical analysis is interesting, but what about the fundamentals? There is an industry consensus that demand for semiconductors will be reaching a new peak around year 2000 - 2001 and that supply will be constrained by the fact that so much planned new fab capacity has been put on hold or cancelled due to the "Asian flu" and other factors. Also, the embedded system market is quietly growing at a brisk pace -- this is one of the brightest spots in Motorola's portfolio. Since NSM is one of the leaders in the move to embedded systems, these trends could render chart-type technical analysis irrelevant. Any feedback?