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

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To: Carl R. who wrote (6261)1/16/1997 6:20:00 PM
From: burn2learn   of 33344
 
just heard the conf. call. indeed 575,000 was the ~number of 6x86 sold! packageing limited sales
-i was impressed whith the gross margin outlook. an increase to 31%expected on the conservative side
-only expect to ship 100,000 gx this qtr, expect to ship "millions" later
-return to modest profitablity possible
-all expensive foundry wafers sold depressed gross margins
-asp to increase
-m2 booted windows before new years, expects shipping late 2nd qtr, large volume 3rd qtr
-die size of m2 ~190mm
-gx customers to be announced
-only small # of 200mhz sold in qtr 4, expext product mix to shift to 166 and 200
-capacity for ramp up of m2 not lined up yet sgsthompson still not up to speed

i hope this helps anyone who didnt hear the call. also all analyist were upbeat and offered congrats for the qtr.
mike
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