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

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To: Joe NYC who wrote (29881)10/13/1998 5:30:00 PM
From: Steve Porter  Read Replies (1) of 33344
 
Joe,

The guy is on crack. You are quite right that those look like monthly wafers and weekly chips..

400K cpu a month x 3 months = 1.2M cpus a Q which seems right.
but 2000wafers a week in a plant that is only capapble of 10K a month, and is "officially" only 1/3 utilized (per company announcements).. well you do the math.

1000 wafers for other nsm products and 2000 wafers for CPU products.

This puts CPU cost (not including packaging and testing) at approx $15 which is right on.

Steve

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