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Technology Stocks : Micron Only Forum
MU 246.84+4.1%Nov 14 3:59 PM EST
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To: benwood who wrote (49350)10/19/1999 8:19:00 AM
From: Chas  Read Replies (1) of 53903
 
Hi Ben,
The latest reference to 128M and Windows2000 is Dan Niles,
but I think you will find Microsoft understates these numbers to not look so bad.
excerpt quoted by Dan Niles:
"3. Memory per PC driven by Win2000 should compensate for any PC unit demand shortfall.
Current estimates for industry bit supply growth is about 65% for 1999 versus demand growth
of about 80%. Given Micron's top 5 customers are
forecasting bit demand growth of 120%, memory is likely
to remain tight next year. We note that the recommended memory configuration
for Win2000 is 128M versus a current desktop average of about 72."
I am running 256Mbytes at work and 128Mbytes at home,
and would not configure a system today with 64Mbytes,
I dont care what Microsoft calls its minimum.
Good trading.
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