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

To: George Gilder who wrote (32246)	5/12/1999 9:53:00 PM
From: AJ Muckenfus	Read Replies (1) \| Respond to of 33344

Do you have any comments about the impact of foveon on txn's dlp system? Will this new technology quickly supercede the dlp from txn? Thanks in advance, R

To: George Gilder who wrote (32246)	5/12/1999 10:06:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 33344

George - re: "The company is poised for an explosive advance. Just watch." I have watched. NSM has done nothing but LOSE MONEY and LOSE MARKETS! This company is INCOMPETENT. Camera technology revolves around MASS production of HIGH QUALITY, LOW COST OPTICAL LENSES - when has NSM ever made a lens? It also involves incredibly sophisticated, highly complex automated assembly plants to handle the mass production of electromechanical and optical assemblies. Is NSM going to compete with Olympus, Sony, Nikon, Canon, etc ? All these companies have excellent access to semiconductor technology - including solid state detectors. What does NSM bring to this party? If NSM enters this market, they will write off another BILLION DOLLARS within a year's time. Re: "It is also keeping the fab, though sharing it as a foundry" Sharing ? What a nice comforting 1990's word. NSM is BAILING OUT as fast as they can - you can cover that over with a PC word - SHARING - but that fab is a PROVEN LOSER. Paul