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

To: Joe NYC who wrote (30416)	12/3/1998 1:15:00 AM
From: FJB	Read Replies (1) \| Respond to of 33344

Joe, NSM would not be doing themselves a favor by breaking out units, revenues, or ASPs, etc. for Cyrix. Intel does not. It would be great to hear the numbers as a shareholder, but competitors could guess too much about cost structure and competitiveness. It's much better to be vague like Intel. AMD's confidence in breaking these numbers out says a lot. I think the MII is a decent chip as well(so do PB/NEC, CPQ), but they better get to PR350 and up pretty soon. That's pretty obvious. Bob