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: Joe NYC who wrote (21904)	12/9/1997 8:04:00 PM
From: kash johal	Read Replies (4) of 33344

I was very clear for the conf. call that socket 7 pricing is in the mud. They stated the Cyrix biz. will be break even until GX exceeds 50% of processor revenues. They also stated GX was about 30% of revenues or approx $25M for the quarter. At a $60 ASP that says volume was only 400K units. I thought plan was for close to 800K for quarter. I must be missing something here ?????? I feel like I have been kicked in the teeth by NSM/cyrix. But I will liquidate some of my other holdings waiting for the bounce back. I also hope they stop selling MX at below cost as they must be doing, if customers don't want em they should stop making them. When the 128xi comes out they can ship that at a profit. Good luck to everyone tomorrow. Best Regards, Kash.

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