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Technology Stocks : Cyrix 1 Where anything goes
CYRX 8.700-0.7%11:45 AM EST

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To: Richard Wang who wrote (243)2/27/1997 10:41:00 PM
From: FJB   of 640
 
I've been thinking about how they will choose to introduce the M2. If I were Cyrix, I would do it the day of, or after Intel's Klamath introduction. Instantly, you have positioned your product as a Klamath equivalent. A product commanding a Klammath-like price.

Intel has said they will not introduce the Klamath at CeBIT. If Cyrix is not ready to ship, why waste the unveiling on a relatively small event. If they do it the way I think they should, they could ride Klamath's surfboard on the media tsunami it will probably create.

Does this sound reasonable? Any good arguments for doing sooner.

Bob
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