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

To: Michael Sphar who wrote (6029)	6/26/1998 8:35:00 AM
From: Mason Barge	Respond to of 10921

<<But what's gonna drive conversion ? >> As I understand it, Win98 will be the last upgrade (other than patches) for Win 95. MSFT will stop upgrading and eventually everyone will stop supporting it. I agree this will be gradual but over time no new software will be written, you obviously know how it goes better than I do. <<existing capacity can produce 64 and 256M parts in glut producing quantities already, >> I simply can't speak to this, although obviously the meaning of "glut" will change if the DRAM market starts selling these parts to people like me. In other words, the whole point of this is to look at a huge increase in the market for these DRAM products in a few years. You certainly make excellent points about reluctance to abandon a generally-adopted OS, but Microsoft has the clout to make a new OS happen, especially if they deliver on increased stability, the #1 complain of PC consumers. Look how fast Win 3.1 disappeared. When MSFT speaks and states that NT5.0 is now the OS, the world will get in line. Microsofts credibility is high enough that software co's will start producing apps and utilities, and will even change their focus to NT. And if it works better, people will start buying it, at home and at business. I have a DOS network at the office. This is a small business, and we're looking at a new system. I guarantee, after this announcement, we will not consider the possibility of using Win95, which we would have done (since we all use our computers at work for play, as well as business). And for home use, I'm just going to stand pat on major new equipment until I can get an NT system -- I'll upgrade to Win98, no doubt, but will defer getting a new PC until NT5.0 is out.