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%

Nov 20 3:59 PM EST

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To: Gottfried who wrote (5972)	6/24/1998 9:17:00 AM
From: Mason Barge	Read Replies (2) of 10921

I hope you guys noticed the news from Microsoft this morning. They are discouraging businesses from buying Win98. This is the last update to Win95 and the DOS-derived OS's are going to be completely abandoned for NT-based OS in the future. In other words, NT will be the standard in a few years. The importance of this is DRAM -- WinNT 5.0 will require a minimum of 128mb of DRAM. So I am seeing a big, big proven future demand for the 64 to 256mb generation of DRAM chips. This is a killer app for memory. While Moore's Law (although nobody seems to agree what it is, exactly) applies strictly to CPU power, it looks like demand for RAM is going to grow at 100% per 18 months or 2 years for the near future. This may overstate a little (i.e. it could be 30 months instead of 18 or 24), but the planned growth is looking quite definite. There has, of course, been a school that has been claiming this (with a lot of reason) for some time, but the Microsoft news seems to make it proven rather than hypothesized. The DRAM shops are going to need current-generation equipment, and lots of it, and comparatively soon. This is VERY bullish for semi equipment issues. Moreover, NT requires a lot more processing power than Win95-98.

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