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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 (30568)	12/11/1998 10:57:00 AM
From: kash johal	Read Replies (1) of 33344

Robert, >Re: You are going to hear some very stupid responses to this. You >know who they will come from. >Did you listen to the NSM call? If Brian didn't say "uh" so much, it >would have been OK. That's a hard public speaking habit to break. >I've done it. Regarding the stupid responses.......I know but what would the threads be without the Intel BUFFOONS. As far as the conference call I though it was very positive. Clearly they had told the analysts to expect a (0.49) loss and were expecting kudo's for a much smaller loss. I think the IBM issue was explained very well. I was also pleased that the MII 350/366 are on their way and this in the 0.25 micron. So PR 400-450's may well be credible in Q2 99 in their 0.18 micron. The big disapointment was lack of status on the new products such as MXi. He certainly avoided giving any meaningfull stats on it's status and that of the 0.18 micron. As far as the public speaking, I think there were a lot more er...er.. than uh...uh if you see what I mean. ACtually Halla speaks very well, but it seemed to me he was trying very hard not to oversell like last quarter and be very carefull with what he said. Regards, Kash.

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