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

To: Joe NYC who wrote (28257)	7/15/1998 4:05:00 PM
From: AB	Read Replies (2) \| Respond to of 33344

Yes, Jozef, the original date was early July. This was stated during the last two CCs and even by NSM IR about 3 weeks ago. An optimistic view would be that August is when the wafers will be finished after a July start, but it does not sound like that is the case. Another question is, if and when Portland ramps, what happens to the IBM material? The way things are going, NSM does not need more capacity, just better capacity. Can they just walk away from IBM or is NSM going to have to possibly throw away some IBM wafers. Anthony