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

To: Scott Carr who wrote (32617)	6/2/1999 12:40:00 AM
From: Joe NYC	Respond to of 33344

Intel's PCOAC: Timna theregister.co.uk Joe

To: Scott Carr who wrote (32617)	6/2/1999 12:42:00 AM
From: Joe NYC	Respond to of 33344

If anybody has any idea about what's going on with Cyrix part of NSM, let me know theregister.co.uk Joe

To: Scott Carr who wrote (32617)	6/2/1999 3:18:00 AM
From: Craig Freeman	Read Replies (1) \| Respond to of 33344

Scott, at $10,000+ apiece, I don't suppose people will be queueing up at Foveon's door like it was opening day for Star Wars. But if Foveon manages to sell their product to every one of the "nation's 60,000 professional portrait photographers" over the next five years, those sales still won't make up for the business NSM lost from Intel when they bought CYRX. Anything is possible but IMHO it will take a whole lot more than a 45% share of start-up Foveon to turn NSM into a $50 stock. Craig

To: Scott Carr who wrote (32617)	6/2/1999 3:28:00 AM
From: Paul Engel	Respond to of 33344

Scott - Re: "Who is Carver Mead? " He's no founder of Intel. Paul

To: Scott Carr who wrote (32617)	6/2/1999 5:25:00 AM
From: dumbmoney	Read Replies (2) \| Respond to of 33344

Another Gilder hype? Who is Carver Mead? You guys have been discredited. Stick with your basement DIY toys, you don't understand analog VLSI! Bye, see ya'll at$50. hehehehe Trying to invest in Foveon indirectly through an investment in NSM is pretty foolish. Even if Foveon is very successful (which is not assured, obviously), you aren't guaranteed to profit from it. Let's assume that there's a 10% chance that Foveon will become a $1 billion company (market value) in a couple years - pretty generous assumption. That gives an 'expected' return of $100 million, or $45 million for NSM's stake. $45 million is a mere 1.5% of NSM's current market value - insignificant. Recommending that people buy NSM because of Foveon is bad advice.