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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: robert scheb who wrote (21881)	12/9/1997 9:08:00 AM
From: FJB	Respond to of 33344

Thanks Scheb, $0.46 actual vs $0.44 estimated $79.6 Cyrix sales. Talk to you this afternoon, Bob

To: robert scheb who wrote (21881)	12/9/1997 10:39:00 AM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 33344

Looks like NSM is a well managed company to have had the results that they had. I wish I could say as much for Cyrix. I knew that their inventory was going to be a problem. Appearently the third world didn't have enough wealth to buy the low cost MX. Well, out with the old, and in with the new. I look forwar to seeing how NSM takes this ball and runs with it. It sounds like NSM had strong orders in their Q2. Book-to-bill must have been over 1.0. Q3 should be strong. Pravin. PS: I will be very disappointed if we do not hear anything concrete about a 233 Mhz GXm during the conference call. The "sweet spot" has already moved to 233 Mhz.