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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: benwood who wrote (49350)	10/18/1999 11:34:00 PM
From: Chas	Respond to of 53903

Ben, Thanks for the info. I do not think many will be running with the Min CPU Pentium 133 and well for the memory, the market will find out soon enough how much one really needs. I have heard the 128Mbyte mentioned in several presentations so thought it was considered the min., but what matters is what will the system really need to operate well. Microsoft has played this game before, remember? Good trading.

To: benwood who wrote (49350)	10/19/1999 8:19:00 AM
From: Chas	Read Replies (1) \| Respond to of 53903

Hi Ben, The latest reference to 128M and Windows2000 is Dan Niles, but I think you will find Microsoft understates these numbers to not look so bad. excerpt quoted by Dan Niles: "3. Memory per PC driven by Win2000 should compensate for any PC unit demand shortfall. Current estimates for industry bit supply growth is about 65% for 1999 versus demand growth of about 80%. Given Micron's top 5 customers are forecasting bit demand growth of 120%, memory is likely to remain tight next year. We note that the recommended memory configuration for Win2000 is 128M versus a current desktop average of about 72." I am running 256Mbytes at work and 128Mbytes at home, and would not configure a system today with 64Mbytes, I dont care what Microsoft calls its minimum. Good trading.