CYRIX / NSM Message Board

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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Robert G. Bianchi who wrote (6578)	1/20/1997 6:14:00 PM
From: Robert G. Bianchi	of 33344

To All: I spoke with Mark Lipscom about the inventory situation, M2 Performance, and Capacity constraints with respect to packaging. He plans to give me answers tomorrow. He did indicate that P200+ demand is limited by yield, so vendors are still on allocation with respect to this part. I then asked him, if the P166+ part is also on allocation (due to package limitations), he plans to answer this question (to the best of his ability) tomorrow. He asked me about my estimate of earnings, and I responded with my original estimate of 0.50. He indicated that there was a wide variety of earnings estimates from all the brokerage firms, my estimate being twice the most optimistic estimate. I then reworked my numbers as indicated by the following post: techstocks.com Mark plans on working closer with the Analysts to narrow the range of estimates. It sounds like Mark is taking his job seriously and I think we can look foward to honest communications in the future! Bob

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