Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

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To: appro who wrote (8284)	4/22/2000 12:39:00 PM
From: johnd	Read Replies (1) of 9256

"I think there is going to be a demand explosion in the third and fourth quarters that surprises even Intel," Lam said. I strongly believe the last 2 weeks of March corporate PC demand turnaround that Microsoft saw is an acceleration that is going to lead to a demand explotion for the rest of the year. The CPU, chips demand is the best leading indicator for Microsoft software.

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