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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST

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To: Robert G. Bianchi who wrote (27297)6/12/1998 1:18:00 AM
From: Pravin Kamdar  Read Replies (3) of 33344
 
With about a 60 million loss in fiscal Q1 and another 30 million in Q2, I don't see how we shouldn't expect several analysts to lower earnings estimates for fiscal 1999 and further downgrade the stock. I'm not sure how much weight processor promises will carry at this point. However, I expect a big November upside surprise. 300 Mhz GXm should sell like hot cakes for Christmas.

I was a little bothered by a remark that indicated that MXi may not ship in volume until Calendar Q2.

Pravin.
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