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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (542)	8/18/1996 5:44:00 PM
From: Amir Shalit	of 132070

Mike, PC mag had an article last year about Cyrix 6x86 in which they stated that they will sell every chip they can produce. They sold me a 6x86 below cost... They also has a second very positive article about Cyrix products and profits about two months before the stock took a nose dive to low teens. I wonder if it should be added to Business Week as a contrerian indicator. I have fe questions: 1) We agree that NT will not save the chip industry any time soon with 800K in units sales projected by Microsoft, but what about replacing Unix. When would you start turning bearish about all major UNIX plays? 2) How was it like during the '84 - '86 Semi down cycle as far as when did the bubble burst, when was the bottom, what was the general mood during those years about investing in chip companies, Was it clear that the bottom has been reached. Some one was saying that AMAT bottomed in late '86 (at a price on 1 spli adjusted), did the chip makers start recovering first? 3) Why do you call NT - No Tasks ? NT is the first true multi-tasking operating system that came out of Microsoft. Amir

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