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


To: Scumbria who wrote (30510)12/7/1998 5:47:00 PM
From: kash johal  Read Replies (2) | Respond to of 33344
 
Scumbria,

>Re: Positive earnings would be quite an upside surprise.

>Consensus Estimates
>This Quarter (Nov 98) -0.49

Let me be more clear.
NSM has announced some major write-offs this quarter, and that's why the (0.49) is consensus.

I am forecasting a (0.20-0.30) overall after writeoffs.
But actual biz. before write offs will be positive earnings.
Also the outlook for 99 will be quite positive as for other Semi guys.

In summary, I expect them to beat the street by 20-30 cents and have an upbeat conf. call. With new x86 chips on the horizon, new 0.18 process, and good demand for it's core products is the reason I am bullish on NSM.

Regards,

Kash