Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kash johal who wrote (21906)	12/9/1997 8:45:00 PM
From: Don Lloyd	Respond to of 33344

All - After listening to the conference call and then reading the reviews here, it became clear that we are considering different companies. The title of this thread is CYRX/NSM, but no such company or stock exists or can be traded. The only company that does exist is NSM and, as was pointed out, CYRX results will not even be broken out in future quarters. CYRX was a brilliant effort, an artistic success, but a business failure in the end, possibly only due to lack of enough good luck. As was clear from the conference call NSM's game plan does not depend on stand-alone processors, but is aimed at highly integrated low cost systems with enormous volumes. If not for marketing considerations, the stand-alone processor arena would be likely be abandoned to Intel and NSM would concentrate on its advantage in integration. NSM would likely be a success without CYRX, and would probably be better off in the short term. However, the long term strategy using CYRX technology and talent probably has a shot, and is not a bet your company risk as NSM has a lot of diversified strength and growth potential independent of CYRX. I found the conference call to be fairly positive, if you are not concentrating on the wrong things. Good Luck, Don

To: kash johal who wrote (21906)	12/9/1997 8:50:00 PM
From: FJB	Read Replies (1) \| Respond to of 33344

RE:GX and plan was for close to 800K for quarter. Cyrix gave guidance for something like 600k GX for the Oct. to Dec Q which doesn't coincide with National's. They sold 300k 6x86 at or below cost. The writedown of revenue for distributor reserves is what resulted in the loss, but I still don't understand what is going on with the MX? It had an ASP in the $120s over the last few months and the pricing has looked suprisingly strong over the last month. IBM must be charging an arm and a leg for these wafers? Some new accounting method? Breakeven next Q? What the he@#? Bob

To: kash johal who wrote (21906)	12/10/1997 1:23:00 AM
From: Joe NYC	Read Replies (2) \| Respond to of 33344

Kash, I also hope they stop selling MX at below cost as they must be doing, if customers don't want em they should stop making them. When the 128xi comes out they can ship that at a profit. I think they should stop producing .35u MXs. It will probably never get to the point of having the majority of the parts to be PR-233 and up. At this point, with MediaGXm 220 going on sale for $799, anything below (including 200 MHz or PR) will become worthless. No chance of making profit even for Intel, with their lower cost structure. NSM knows it, and therefore the aggressive mark-down. I bet 80% or more of inventory / distributor channel is PR-200 and below. NSM should resume producing MXs when IBM gets the .27u process going. Joe