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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 139.60-6.2%Nov 20 3:59 PM EST

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To: Pink Minion who wrote (10094)1/25/2002 8:48:01 PM
From: Proud_Infidel  Read Replies (2) of 10921
 
And when the consumer figures out that their 4Gig machine isn't any faster than their old 2Gig machine at running Microsoft bloatware, things will be different. The Internet was the last killer app for PC and I haven't seen anything close to being invented.

This consumer-doesn't-have-a-clue "logic", for lack of a better word, is utter nonsense. These same claims you make here were made when the x386 was on the market. Guess what? Increase the performance of the machine and applications will come along to take advantage of them.

Speaking of killer apps, they usually come out of the blue and as such are by nature unpredictable. But you don't think that everyone and their cousin will want to burn their own DVD's once the price comes down a bit more? Look at the sales of CD-RW's over the past several years(and the chips associated with them). Expect a repeat performance from DVD-writers.

Brian
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