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To: geoffrey Wren who wrote (3553)	11/20/1997 7:35:00 AM
From: w0z	Respond to of 10921

It is just a thought that voice recognition could be like Windows in expanding the market and utility of PC's, and since very few current systems could handle such programs, would entail good growth in demand over the next few years. By Geoff, I think he's got it! If you can read Cory Johnson's latest report from Comdex at TheStreet.Com (http://www.thestreet.com/premium/Companies/bullrun/24724_11191997.html), you'll see that this is reality. Imagine your PC taking dictation directly into Microsoft Word, complete with the ability to edit the text using verbal commands. This will obviously require greater CPU power and more memory.

To: geoffrey Wren who wrote (3553)	11/20/1997 8:27:00 AM
From: Juniper	Read Replies (2) \| Respond to of 10921

FWIW, there may be an up spike next year in PC demand or particularly memory demand based on the new OSs' that Microsoft will (hopefully) release. Windows 98 should be out within a year, though I don't remember the release target more exactly. If the marketing machine is anything like win95, I could see large scale upgrades, probably along with memory upgrades. More interesting to me is NT5.0 which even after recent announcement of delays may have significance. I would guess Dec 98 for the release now. The thing is probably going to be a hog. It's a major revision of the OS and the lines of code in it will have reportedly doubled. We've just gotten beta copy of 5.0 and one of the blurbs MIS sent was "Keep in mind that 5.0 has much higher system requirements, like just under 300 Meg disk space. Users and analysts said system upgrades for Windows NT 5.0 could cost from $300 to $600 per station." Haven't played with it yet, so I can't comment further. There's a small story news.com on the 5.0 delay and a little on win98.

To: geoffrey Wren who wrote (3553)	11/26/1997 1:55:00 PM
From: geoffrey Wren	Read Replies (2) \| Respond to of 10921

Thread, could not the asian crisis be a positive sign? As finances go, as lenders and chip-makers look and see expensive plants in Korea and elsewhere that cannot generate cash flow to amortize their sunk costs, they will now allow for a shorter time frame for recovery of plant costs in planning new building. Thus say before a plant would be built if it could recover its cost in 5 years, now the plant will not be built unless it can pay its cost back within 4 years (the times are arbitrary here). This would seem to indicate that fewer plants would be built. But looking at it from another angle, if the financial equation is simply a reflection of the outlook for technological innovation, the lesson is that rapid obsolescence must be accepted, which suggests that there will be greater demand for equipment down the road. Does this make sense? Geoff Wren