Cyrix 1 Where anything goes Message Board

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Technology Stocks : Cyrix 1 Where anything goes

CYRX 8.760

-0.8%

3:59 PM EST

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To: Frank P. who wrote (338)	4/10/1997 12:03:00 PM
From: mavenwatch	of 640

Microsoft clearly sees that as an issue for them also as they have repeatedly stated that they don't see their current growth rate as sustainable long term as it is based on the willingness of business to continue to upgrade software which they even view as becoming problematic (hence their attempts to branch out w/ MSN, MSNBC and now Webtv-potentially the real america online). Intel probably faces a similar task convincing businesses to continually upgrade ie witness recent remarks in press with Intel warning US and Europe they are falling behind Asia in buying the latest computers. Another issue is the allocation of corporate resources to the year 2000 problem. Bill Fleckenstein a short seller mentioned this a week ago on CNBC and the latest crn.com talks about how corporations have been slow to get up to speed on this issue.

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