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

To: Steve Porter who wrote (32260)	5/13/1999 1:02:00 PM
From: AB	Respond to of 33344

This is an updated version of a recent EE Times article. www3.techstocks.com I think the following comments are interesting. I wonder if NSM traded "functional yield" for speed? More difficult issues surround the sale of an interest in the South Portland fab. One analyst familiar with process technology stated that South Portland had taken a very unique approach to yield management, resulting in a process and an equipment inventory that were quite unusual among 0.25-micron fabs. But if a potential buyer had to replace the process and much of the equipment in the fab, either for 0.18-micron use or to standardize the 0.25-micron process, the value of the fab might comprise little more than the buildings and clean rooms. Meanwhile, National is facing its most formidable analog design challenges in the next year. Much of the company's analog revenue comes from low-integration and discrete components used in the original GSM telephone handsets. Those components make up much of the parts cost of the handsets and are a target for elimination in virtually every cell-phone designer's plans. The $64 dollar question. In light of those difficulties, analysts questioned whether National's moves were in fact part of a strategy or were forced responses to a crisis. One group views National as a strong company with compact CPU cores, peripheral cores and analog expertise trimming down for a new, dynamic market. The other view is of a company broken by errors in the face of unforgiving competition, drifting without a real strategy or a market in which it can hope to excel. Sounds like Halla and co. have got a lot of work to do. Anthony PS Still long, but less so than a few days ago.

To: Steve Porter who wrote (32260)	5/13/1999 5:59:00 PM
From: Scott Carr	Read Replies (1) \| Respond to of 33344

Steve porter, Who asked you? You're right, I've only known about NSM long enough to make 500% in 2 months on my options. Wasn't following them thru all the pain. Are you another disgruntled ex-NSM'er? Sounds like it, judging from your attitude. You must be from the buy high, sell low investment school.