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

To: Perry who wrote (6006)	6/24/1998 10:45:00 AM
From: Mason Barge	Respond to of 10921

No, Win98 will not push a lot of CPU or memory demand. Its minimum operating requirements, to the best of my knowledge, will be identical to Win95. However, using Navigator as an integrated application slows it down considerably, so you might see -- well, you will almost certainly see -- some incremental increase in market demand for power (Both processing and RAM) by people who want to use the Navigator integration improvement. But this is a gee-gaw for more advanced computer users and not something most home users will need to adopt. There are always cutting-edge apps that are going to drive incremental increases in memory/processor demand. I would guess that 3D and video will do more for this kind of "normal" demand increase. But WinNT 5.0 will be a "killer app" -- the home consumer will be forced to adopt, over time, a completely new operating system with a radical increase requirement in power. Because of it, in maybe three years, your mid-stream machine will need to have a 400mz PII generation CPU and 128 to 256 MB of RAM. The current generation of $1200 machines will be so underpowered as to be non-functionally slow. The current price/power lull, in other words, will certainly end and the power-progression will continue, at least for 5 or 10 more years.