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

To: Investor A who wrote (22714)	1/6/1998 3:35:00 PM
From: Craig Freeman	Read Replies (2) \| Respond to of 33344

Fuchi, the new GXm is definitely good news for CYRX. For the first time in a long time, CYRX has a clearly superior product. Odds are good that they are getting every bit of the $114 selling price (instead of $75-80 as before). With a smaller die size, quick calculations say that profit per chip is about three times greater than before. Any old GXi inventory will clear the channel soon and when volume GXm production begin in March, a whole lot of money will find its way into NSM's bank account. If Intel thinks that having 3M unsold chips in inventory is a problem now --1/2 of those being high-margin portable CPUs -- they ain't seen nothin' yet! Craig