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

To: kash johal who wrote (21914)12/9/1997 9:13:00 PM
From: Pravin Kamdar  Read Replies (1) | Respond to of 33344
 
Kash,

Maybe NSM is hiding some of their results in the Cyrix charges. I'm only half serious, but it's possible.

Pravin.



To: kash johal who wrote (21914)12/9/1997 9:16:00 PM
From: FJB  Read Replies (2) | Respond to of 33344
 
Kash, Your numbers look correct. I was also assuming an MX cost in the high $70s. Like you said, it doesn't add up. Accounting trick or IBM is charging A LOT for those MX wafers? Either way, I don't think we will be able to find out for sure.

If you figure it out, let me know.

Bob



To: kash johal who wrote (21914)12/9/1997 11:46:00 PM
From: Joe NYC  Read Replies (2) | Respond to of 33344
 
Kash,

Another thing that I am puzzled by is the revenue drop from $90+ (Cyrix Q3) to less than $80M. Is the charge on top of the NSM recognized revenue reduction?

I didn't quite get the explanation of the revenue drop in the conference call.

Joe


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