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

To: Dan B. who wrote (32304)	5/14/1999 7:36:00 PM
From: AB	Read Replies (1) \| Respond to of 33344

Passing comments re Cyrix and STM. Q: You're not interested in buying Cyrix, are you? A: [Laughs.] National bought them already. Q: Well, then, are you satisfied with your x86 strategy? What's the status? A: We have said that it is not our priority, but it is an interesting complement, and since the beginning, we wanted to do system-on-a-chip but not face Intel. We developed a single-chip PC with an x86 core, and we carved a nice niche in the market with a Web navigator. So we are getting some-but nothing dramatic-returns. ebnonline.com Anthony

To: Dan B. who wrote (32304)	5/14/1999 7:42:00 PM
From: Steve Porter	Read Replies (2) \| Respond to of 33344

Dan, Well I suppose my lack of belief in National is I have been actively watching them accomplishing nothing for the last 3+ years.. both as an investor and as a one time user of both their CPUs and their analog components. I have followed Natioanl in many ways for a while.. and I just haven't seem them 'deliver' for a while.. I'll call it scempticism based on past performance. Now everyone may think I'm an idiot for not buying into the hype, but let's look at the past. Cryix was a $42 stock once.. National has been that high historically as well, and we all know where the stock was 2 months ago. Sure this run up has been nice and I'm very happy some people made money, but I haven't heard anything substantial out of National to really change things. The AOL set top box win seems to be techincally hampered and has a number of catches attached to it that may make it very difficult for it to succeed against a cable modem solution. As for all this Foveon stuff, it would be nice if I could find something from the company themselves other than "this page is under construction".. I'm sorry, but until I can read at least their ADDRESS and phone number publically, I won't even think about it (now I'm not doubting George in the least, it's just the way I am). Anyway I hope you can better understand my reason for scepticism. Regards, Steve