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

To: Craig Freeman who wrote (32292)	5/14/1999 4:51:00 PM
From: Scott Carr	Read Replies (1) \| Respond to of 33344

Craig, my apologies for being uninformed on your stance toward NSM/Cyrix. Mea Culpa. I'm sure we all can agree that in hindsight, the Cyrix purchase was a big mistake. I like NSM mainly because I believe that their analog VLSI will have many applications, and that the market for STB's, info apps, 3rd gen cellphones, thin clients, etc will result in growth well beyond current expectations. Like Gilder said earlier, just watch.

To: Craig Freeman who wrote (32292)	5/14/1999 5:25:00 PM
From: Steve Porter	Respond to of 33344

Craig, No problem. I'm always amazed when people buy into a stock the first time and ignore the history. Since Halla has been running NSM it has constantly underperformed. I think this is a sign. Selling off Cyrix and a fab plant doesn't make things magically better. It appears that Halla isn't the management great that a lot of us thought he was 12 to 18 months ago. It's kind of a shame that people don't look at his track record. Sure selling off the fab and Cyrix might help reduce losses, but turning a profit is something entirely different, and in the high-tech game you need to has resources to turn a profit. As much as I hate to say it, it's Intel's massive manufcaturing power and prowess that has allowed them to dominate the x86 market. It's not the technical superiority of their designs (which have always been marginal at best IMHO). If you go back to the dawn of the 'fire in the valley', when Intel et al started to take off, Intel won the contract for the original pc CPU over motorola.. not because their product was superior, it was inferior in every way, save one: it was ready. Steve