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

To: Scumbria who wrote (27704)	6/29/1998 5:45:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 33344

Scumbria - Re: "What basis do you have for making this statement? Have you seen any information splitting Cyrix's financials out from National Semiconductor's? " Here are three REPORTED LOSSES covering April, 1997 through December 1997. I have recordings of the conference calls from March, 1998 and June 1998 which, I believe, mention Cyrix's losses which are no longer reported separately. If you want, I can mail you a DAT or Cassette version of those conference calls. Paul {=======================} Wednesday July 16 5:54 PM EDT Company Press Release Cyrix Reports Second Quarter Results RICHARDSON, Texas--(BUSINESS WIRE)--July 16, 1997--Cyrix Corporation (NASDAQ:CYRX), a leading supplier of high-performance processors to the personal computer industry, today reported revenues for the quarter ended June 30, 1997 of $40.0 million, up 48 percent from the $27.1 million reported in the same period last year. The Company recorded a net loss of $5.3 million, or a 27 cent loss per share for the quarter, compared to a net loss of $16.4 million, or a loss per share of 85 cents for the same period last year. {====================================} Thursday October 16 4:36 PM EDT Company Press Release Cyrix Reports Third Quarter Results Posting Record Revenue and Unit Shipments RICHARDSON, Texas--(BUSINESS WIRE)--Oct. 16, 1997--Cyrix Corporation (Nasdaq:CYRX), a leading supplier of high-performance processors to the personal computer industry, today reported record revenues for the quarter ended September 30, 1997 of $93.2 million, up 182 percent from the $33.1 million reported in the same period last year. The Company recorded a small net loss of $0.7 million, or a 4 cent loss per share for the quarter, compared to a net loss of $6.9 million, or a loss per share of 36 cents for the same period last year {===================================} To: Jozef Halada (21894 ) From: Pravin Kamdar Tuesday, Dec 9 1997 5:08PM EST Reply # of 21942 Joe & All, Here's my CC summary and comments: * Book-to-bill is 1.0 or a little better. * Maine manufacturing efficiencies are out-weighing start-up costs (I bet AMD is really gealous). * Would like to speed conversion of 0.25u in Maine, but waiting on 0.25u steppers. Maybe slow down in Asia will bump NSM up on the stepper waiting list. * No new OEMs mentioned. * Currently shipping 200 Mhz (and up; yeah right!) GXm. * Gradual increase in GX backlog. * Cyrix should break even next quarter and may be slightly profitable in Q4. * Cyrix loses 18 million dollars this quarter ($1.18 per share!) due to aggressive write down of value of 6x86MX in inventory and channel. This is the reason for the drop in NSM today!!! * M2 currently being produced at 0.25u in R&D facility. Speeds start at 233 MHz; yields are good. * Primary focus is on GX development and revenue expansion. * GX not experiencing price errosion like socket 7 is. ASP is $65-$70. * Defect density at 0.25u does not currently allow single chip computer-on-a-chip solution. * Super south bridge chip to ship in calander Q2 '98. * Cyrix results will not be broken out in the future. * Most comprehensive X-license with Intel in the industry. * Foundary agreements have been formalized with TSMC, Chartered, and Tower Semi. * Hope to have qualified M2 production in Portland at 0.25u in calander Q2. * True 0.35u GXm in next couple of months at IBM and Portland. * Revenue growth from Q2 to Q3 is expected to be flat. {=======================================}