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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: FJB who wrote (22009)	12/16/1997 1:20:00 PM
From: patrick tang	Read Replies (2) of 33344

What going on w/M2??? PR200 retails for <$100 = supply greatly exceeds demand? PR233 retails for >233PMMX = no PR233 yield? Is this why they took such a big write-off for lasdt Q for potential inventory adjustment? Can Cyrix/NSM really stay in non-GX market and go head-to-head with Intel? When can GX margins be big enough to underwrite this M3/4/5 type of money-losing R&D projects? patrick tang

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