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

To: FJB who wrote (21911)	12/9/1997 9:05:00 PM
From: kash johal	Read Replies (3) \| Respond to of 33344

If we assume $25M for GX per their statements, and 300K units of 686 at cost ( is $50 reasonable??)that's $15M. That means they sold $40M of MX or approx. 300-400K units. My understanding was that MX cost would be in $70-80 range. This would still mean a 25-30% margin on MX, 50% on Gx and zero on 686 for a blended 30%. I am afraid MX pricing could go to sub $100 range in Q1 as AMD ramps up production finally and this for 233 MHZ k6's/MX/Pentiums. The numbers don't add up unless IBM's wafer price is truly excessive. Would appreciate your thoughts/analysis going forward on these issues. Best Regards Kash