Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 139.60

-6.2%

3:59 PM EST

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To: Running Bull who wrote (2416)	8/1/1997 1:30:00 PM
From: david	of 10921

to All: did everybody see the statement from Micron stating DRAM demand increasing? ...The base RAM for a PC is increasing by about 3% a month, Bedard said, pointing to factors that may push that growth higher. They include: 1.Shipments of memory-hungry MMX-based systems were higher in May and June than expected. 2.Microsoft's Windows 98, or "Memphis," will require a minimum of 64 megabytes of base memory. 3.The shift to Windows NT in the business environment will also boost demand for memory. I particulary like that part about about Windows 98 requiring a minimum of 64Mbytes! This is the first time I have heard this. Microsoft has done more than anybody else to keep the semiconductor equipment sector up... The entire article can be read in EBN on-line david

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