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

To: Carl R. who wrote (31463)	4/17/1999 11:14:00 AM
From: Howard Hayes	Read Replies (1) \| Respond to of 33344

To Carl R. and all- Last night I had a dream. It was sometime later in 1999 and the following events had occurred with NSM: -A layoff to trim fat took place that caught Wall St.'s attention. -Brian Halla was replaced by Pat Brocket (a current VP and analog product advocate). Wall St.is now curious. -Cyrix is sold to IBM, -System on a Chip (SOC)which includes X86 core, networking, memory, graphics, and analog technology from prior acquisitions is sold to the highest bidder (Intel, LSI, IBM, etc). Why? NSM may have a lead on SOC. Wall St. is smiling! -Flush with cash, a focused vision, and back to their core bus- iness, NSM goes after and competes hard with the Linear Techs and Maxims in the world of high margin, used everywhere, analog business. Wall St. rewards NSM's return to profitability with a stock price and valuation that we all should dream of!

To: Carl R. who wrote (31463)	4/17/1999 11:36:00 AM
From: Steve Porter	Respond to of 33344

Carl, Well AMD had a loss this quarter due to their inability to manufacture chips at an affordable price. This is solely their fault. Intel is having a hard time growing earnings because when you have a historical market share of 85% there is only one place to go with solid competition. Cyrix is suffering from manufacturing and lack of direction problems. IDTI's product is just not productive, but I think Rise is making money at it. None of this is due to the indsutry. 90% of the problems that you are seeing with regard to profitability are either inveitable or caused by the inability of a group to function at their jobs. Regards, Steve