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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: kash johal who wrote (21906)	12/9/1997 8:50:00 PM
From: FJB	Read Replies (1) of 33344

RE:GX and plan was for close to 800K for quarter. Cyrix gave guidance for something like 600k GX for the Oct. to Dec Q which doesn't coincide with National's. They sold 300k 6x86 at or below cost. The writedown of revenue for distributor reserves is what resulted in the loss, but I still don't understand what is going on with the MX? It had an ASP in the $120s over the last few months and the pricing has looked suprisingly strong over the last month. IBM must be charging an arm and a leg for these wafers? Some new accounting method? Breakeven next Q? What the he@#? Bob

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