CYRIX / NSM Message Board

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Technology Stocks : CYRIX / NSM

NSM 18.27

0.0%

Jul 31 5:00 PM EST

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To: Robert G. Bianchi who wrote (6529)	1/19/1997 9:45:00 PM
From: Craig Freeman	of 33344

Robert,on this thread I have read some pretty amazing estimates on Cyrix's current inventory. I also know that distributors can't lay a hand on stuff they have already sold and want more in hand. So, either Cyrix is sitting on chips and refusing to sell them or someone here is way off base. My guess is that all of the q4 ending inventory shipped and that Cyrix's inventory is near-zero. Every 200MHz that they had could have been sold at premium pricers. Every P166+ was fair game. In short, "they are made in the shade" and it is only half-way through month one of this quarter. I agree with Jay's "conference call" except for one thing -- Q1, 97 is gonna be a lot better than anyone might imagine. Got my shares. Got my options (wish I had more but who knows what price I would have to pay). Time to sleep. Because, Cyrix will just keep going up -- no matter what I (or you) do. Unless the market tanks, I expect to sit by and watch. Craig

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