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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (9497)	2/16/2001 2:59:02 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 10921

I wonder what the next tipping point will be for an upgrade of computers, and when it will be. I tend to think that most computer purchases now, especially in the US are for upgrades. For instance, I now have a Pentium 120 at the office. I upgraded last so I could use Windows. A few years ago I added 16 meg of memory, to get to 32 megs. At home I have a AMD K-2 380 chip with 64 meg of memory. There I upgraded from a pre-Pentium chip that was fritzing out. Both computers now do well enough what I need to do. But I look in the advertisements and see where you can get Pentium 3's cheap enough, and I suppose in 6-9 months 900 mz chips will be cheap enough. Voice recognition software requires a lot of power, but that does not seem to have wide appeal. Newer Games software require a lot of power, but they do not seem to have wide appeal. Microsoft has no new blockbuster software? Flat Panel displays, once they drop to $500 range, may start selling well, but will that require upgrade? Where is that new app that will make upgrading seem wise? Or is most of the future growth in computing just going to be in servers and storage and network support?