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

To: FJB who wrote (31243)	3/11/1999 8:43:00 PM
From: kash johal	Read Replies (1) \| Respond to of 33344

Robert, Re: Conf call points You got a lot of the stuff there. A couple more: They need the 0.18 to hit 400Mhz for MII. MII should ship next quarter with 380/400's. They are putting the GXm into 0.18 micron - finally!!! Hinted that the AMD yield crash was a 1 month event. Hinted that the free/internet/sunsidized PC market is something they expect to play in. PCOAC in June - doable as they have probably had several iterations already. Generally looked very positive IMHO. I think they have given up the ghost at going for the performance desktop market or server market as you suggest. The 370 Celeron socket issue I found interesting vs AMD. It looks like AMD will have to go it alone on the Super 7 etc market by year end. Also doen't sound like they will support 3dNow! They may copy SSE and focus on the socket 370. Regards, Kash

To: FJB who wrote (31243)	3/11/1999 9:23:00 PM
From: j g cordes	Read Replies (1) \| Respond to of 33344

On CNBC Kerner said NSM projected a loss of .16 to .20 next quarter, not a profit.. which is in error? thanks

To: FJB who wrote (31243)	3/12/1999 12:36:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 33344

Interesting comment from the conference call- GXm is the only processor beyond 486 which does not require a fan. Nobody wants a CPU fan in their living room. Scumbria

To: FJB who wrote (31243)	3/12/1999 1:32:00 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 33344

Some duplication, but my notes on the CC: * Cebit show next week will show case many new NSM products. * Single chip 2.4 Ghz radio to be used in emerging wireless home networking market. * HP scanner using scanner on a chip product. Another major OEM announcement coming soon. * MII 366 shipping. MII 380 coming soon. MII 400 in 0.18u by the end of their Q4. The 366 and 380 made possible due to a via fix that reduced excess via resistance in certain sensitive routing paths. * Thin client terminals from Wyse and HP use all NSM silicon. Another major thin client announcement at Cebit. * 10 Pantera design wins. Some Chinese Pantera based DVD boxes should be hitting the shelves in three weeks. * Very visible set top box design win to be announced in the current quarter (hinted that it will be 0.18u GXm based). * Media PC tape out on March 22nd for targeted June availability. * Mentioned twice that NSM is reducing their dependency on the microprocessor business. It sounded like they wanted the analysts to associate the company with their core analog and wireless businesses. * Expect (20) to (16) cent loss for Q4. * The current backlog is small. Need orders to keep coming in to meet prjections. * 0.18u GXm and MII should be rolling off the line by the end of their Q4 (since the PR400 is the first 0.18u MII, I would think that we should see PR500 by summer). * First version of Media PC will be 0.25u due to library constraints. Once the library gets migrated to 0.18u, Media PC will be migrated. Overall, they sounded very reserved considering all the announcements that are coming. I think they are learning form AMD's mistakes, and are setting things up to beat the street in Q4. It also sounds like they want to leverage their cross liscense to differentiate themselves from AMD by being a true Intel clone (socket 370; perhaps SSE). No hype, but I was encouraged. Pravin.