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

To: Scumbria who wrote (32290)	5/14/1999 4:18:00 PM
From: George Gotch	Respond to of 33344

Funny that the street puts so much faith in this stock to put this kind of premium. Oh...I think I will go into this business...Wooopeeedo yeah you will be sucessful. Well they stepped into it with the Cyrix deal, what makes them so confident they won't with this. Amazing the logic and intellegence of the analyst.

To: Scumbria who wrote (32290)	5/14/1999 5:20:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 33344

Scumbria, I think you have to blame the upper level of management when the lower levels can not execute. It's much like blaming Jerry over on the AMD thread. The buck has to stop somewhere. And while I'm sure Halla himself hasn't actually been responsible for any actual screw-ups or slips, he has to at some point say "Either you can do this, or we'll get someone who can". He didn't say that and as a result has spent tons of cash on a project which has yet to turn a profit and may not for another 6-9 months. Let's not forget, while the stock is performing beautifully now, what's going to happen when NSM has to take a hit for layoffs, etc. (they said there would be charges associated with divesting Cyrix). Regards, Steve