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

To: Pravin Kamdar who wrote (32027)	5/5/1999 2:27:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 33344

They've had over two years to do this and now another 6 months to a year more?! Plans, plans and more plans. When are they going to deliver? No delivery dates? May not be too bad though. If shedding PC will double the stock price, a year later when they shed 'appliances', maybe the stock will double again. NSM is worth analog only, nothing else. patrick

To: Pravin Kamdar who wrote (32027)	5/6/1999 1:55:00 AM
From: AB	Read Replies (3) \| Respond to of 33344

Pravin, You stated that after listening to the CC you felt better. I have only one question: it sounds like Halla painted a rosy picture and the analysts liked what they heard, but do you really believe/trust him? However sound the new plan is, someone has to execute it. Is Halla the one to do it? I don't know anymore. I looked over my notes from the last few CC's and except for losses, just about anything that was promised has not come through. BTW, the 3/11 CC mentioned GXm on 0.18um real soon. Anyone care to guess what the MII IP and design team are worth? Anthony PS I am RealAudio challenged right now so have not been able to listen to the CC.