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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: GuinnessGuy who wrote (25831)	2/8/1998 6:52:00 PM
From: philipah	Respond to of 132070

hi Mike enjoyed your articulate observations! encore Craig: thanks for posting that article. I more than agree with the author, we haven't seen a thing yet in tech- remember black & white tv sets, why they didn't even have remotes!- we are still living in b&w- the best is yet to come! Phil

To: GuinnessGuy who wrote (25831)	2/8/1998 8:11:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 132070

craig, one fundamental point i make to mu bulls is that dram supply will not go away until everybody thinks it is a dead industry for a while. the gentleman in the article is saying dram demand will explode. mu investors are obviously betting on that. so are the taiwanese. and txn and ibm and even the koreans. this is bad and not good for the dram industry.

To: GuinnessGuy who wrote (25831)	2/9/1998 11:26:00 AM
From: Knighty Tin	Read Replies (3) \| Respond to of 132070

Craig, I agree totally about where we are now. But I don't think AUI will be a killer app for most people who use the pcs right now, at least not until it gets perfected and cheap. Also, I absolutely do not believe the number of folks who buy for the Internet and then upgrade to build their own web pages or whatever, is substantial. And other stuff he said, like painting, word processing, etc., are done as well or even better, because it is simpler, on the cheaper machines. As for games, why would anyone pay an extra $1000-2000 for a more capable computer gamester box when the best pc does not approach the capabilities of a $300-600 game machine, ala Nintendo 64, Play Station, etc.? The fact that pcs want to be all things to all people is both a selling point for the cheap pcs and a stumbling block for these specialized apps. I think the next killer app will be simplification, with voice recognition and rationalization of the pc's software a major part of the game. If it is as easy, as reliable and as cheap as a tv, it can some day sell like tvs. However, I own a 13 year old tv and have never felt any desire whatsoever to upgrade to a new model. I'll buy a new one when this one breaks. So, reliability and simplification could eventually cause the death knell of pc sales growth, though there would be a huge burst of penetration before that happened. MB