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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: geoffrey Wren who wrote (3553)	11/20/1997 8:27:00 AM
From: Juniper	Read Replies (2) of 10921

FWIW, there may be an up spike next year in PC demand or particularly memory demand based on the new OSs' that Microsoft will (hopefully) release. Windows 98 should be out within a year, though I don't remember the release target more exactly. If the marketing machine is anything like win95, I could see large scale upgrades, probably along with memory upgrades. More interesting to me is NT5.0 which even after recent announcement of delays may have significance. I would guess Dec 98 for the release now. The thing is probably going to be a hog. It's a major revision of the OS and the lines of code in it will have reportedly doubled. We've just gotten beta copy of 5.0 and one of the blurbs MIS sent was "Keep in mind that 5.0 has much higher system requirements, like just under 300 Meg disk space. Users and analysts said system upgrades for Windows NT 5.0 could cost from $300 to $600 per station." Haven't played with it yet, so I can't comment further. There's a small story news.com on the 5.0 delay and a little on win98.

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