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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)	12/10/1997 1:23:00 AM
From: Joe NYC	Read Replies (2) of 33344

Kash, 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. I think they should stop producing .35u MXs. It will probably never get to the point of having the majority of the parts to be PR-233 and up. At this point, with MediaGXm 220 going on sale for $799, anything below (including 200 MHz or PR) will become worthless. No chance of making profit even for Intel, with their lower cost structure. NSM knows it, and therefore the aggressive mark-down. I bet 80% or more of inventory / distributor channel is PR-200 and below. NSM should resume producing MXs when IBM gets the .27u process going. Joe

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