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

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3:59 PM EST

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To: Grand Poobah who wrote (6012)	6/25/1998 8:12:00 AM
From: Mason Barge	Read Replies (1) of 10921

The WSJ this morning has an interesting article. The gist of it was that PC sales at the higher end are not likely to improve until the software improves. It takes the industry to task for its failure to improve the underlying software concepts and compares computing to the automobile industry in 1910 (I really think it's more like 1935 or 1945, but the comparison has occurred to many). Software companies, unable to change underlying concepts (due in part to customers' unwillingness to accept incompatibility) are just adding gadgets instead of improving software concepts, resulting in useless "bloatware" updates. The author thinks, apparently, that we won't see another giant PC boom until software companies catch up to the hardware available -- maybe MSFT's WinNT is a step in this direction. If you're looking VERY long term at the equipment industry, this is something to consider and keep an eye on. A big software paradigm shift would drive a huge equipment up-cycle. Microsoft's PIM is a good example -- it's so "powerful" and filled with features, it's impossible to use, like a modern day telephone system.

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