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

To: darren_ who wrote (31719)	4/23/1999 1:42:00 PM
From: AB	Read Replies (2) \| Respond to of 33344

Just curious if anybody finds this personnel move as odd as I do? biz.yahoo.com This guy has extensive training and experience in solid-state and process technology and was in charge of the 0.18um process. Now, just as this process is about to ramp at a very critical time, he moves over to the networking group where, IMO, process knowledge is very secondary to skills like DSP, analog/digital circuit design, etc. From this angle, the report lends credence to the IBM rumors, especially if IBM takes the fab. Anthony

To: darren_ who wrote (31719)	4/23/1999 3:15:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 33344

Darren - Re: " i was getting at is that if you want to try and compete with Intel and your existing lineup is garbage, then you will need to sit on the sidelines for a while and figure out your game plan..." That's a good description of NSM and their present state of inaction. Re: " I wouldn't be surprised if NSM makes the announcement the same day. :)" Why wouldn't you be surprised? NSM has made a string of product COMMENTS over the past 18 months and they have delivered SQUAT. Expect that to continue - it's the most logical conclusion. Re: " Timna - Where can I find out more about this?" Watch the Intel thread. Re: "No, it doesn't but I'm long because I hope it will." Hope may be all that you have. Paul