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To: Glenn D. Rudolph who wrote (46995)	2/2/1998 8:29:00 PM
From: Mohan Marette	Respond to of 186894

FOOL 'GOAT'-NSM It's not just about ramping anymore. Glenn check out the highlighted part. Source: Motley Fool. National Semiconductor (NYSE:NSM - news) was bounced for a $4 5/8 loss to $23 1/2 after the company said shipments to South Korean customers have slowed and that shipments of chips for wireless telecom equipment have slowed due to macroeconomic factors in East Asia. The company also said in its press release that Q3 EPS may fall below the mean estimate of $0.39 and that it expects revenues for the third quarter to fall below Q2 results. In a conference call, National told analysts that it expects an 8%-10% sequential decline in revenues. In addition, the company expects a sequential decline in Cyrix sales due to process difficulties, although one could say the difficulty lies in the fact that chief PC CPU competitor Intel (Nasdaq:INTC - news) is driving prices to the point where ramping efficiently and profitably, not just ramping, is the problem. Investors interested in listening to National Semi's conference call can hear it at (800) 633-8284, code 3819731, until 10 a.m. tomorrow.

To: Glenn D. Rudolph who wrote (46995)	2/3/1998 1:34:00 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Glenn - Re: NSM/Cyrix Rules & "Bill Milton, a Brown Brothers Harriman analyst, said he slashed his estimates for the third quarter to 15 cents a share, from 40 cents previously, and he shaved his total estimate for fiscal 1998, which ends May 31." A genius analyst at work! He suspected nothing and got blindsided so now he cuts his estimates as you or I or any half-intelligent monkey could do. Don't these guys do any investigation on their own? Paul