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To: Jdaasoc who wrote (67551)	3/13/2001 1:39:53 PM
From: Don Green	Respond to of 93625

DRAM growth not expected to gain from new Windows By Jeanne Graham, EBN Mar 13, 2001 (9:19 AM) URL: ebnews.com SCOTTSDALE, Ariz. -- The market adoption of Microsoft's Office 95 operating system drove DRAM bit growth rates to a dramatic high of 90% in the late 90s. But there is no software product on the horizon expected to have a similar impact, leading analysts to predict a bit growth rate flat with last year's 65%. Even the release later this year of Microsoft's new operating system, XP -- which introduces memory-demanding speech recognition -- won't drive the bit growth rate higher than an estimated 63%, said Sherry Garber, an analyst with Semico Research Corp., Phoenix, Ariz. "We don't find businesses implementing operating systems casually," she said. Additionally, the voice recognition feature is more likely to be a consumer-driven purchase, resulting in less demand for the new software than seen with Office 95, she said. The president of Micron Technology, Inc., Boise, Idaho, hinted yesterday that bit growth would be less than 45% this year. Steve Appleton told a group of about 120 industry executives at Semico Summit 2001 that DRAM manufacturers don't need to add capacity when the market is looking at a bit growth rate of less than 45%. Micron announced just last month that it was postponing plans to equip a 300-mm wafer pilot line at its Lehi, Utah fab until market conditions improved.