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 148.32

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3:59 PM EST

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To: Jay M. Harris who wrote (4307)	1/5/1998 9:19:00 PM
From: Ian@SI	Read Replies (2) of 10921

Jay, Not to worry that these sub $1000 PCs will cause fewer chips to be sold. First, a 16MB machine without a sound card, a video accelerator and a 15" monitor will be painfully slow when it comes to doing anything that the new purchaser might want to do. ... like surfing the web; playing games; using latest and greatest office suites (Office 97 or equivalents). I suspect they'll be content until they see their neighbour's / friend's / colleague's $3000 - 5000 PC whiz through something in milliseconds that takes them minutes to perform. Then the upgrades and the replacements will start fast and furious. Personally, I think we'll see a resulting wave of buying that will dwarf what's seen now. I'd guess that we'll have a good indication in about a year, possibly a little less. Ian.

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