2006 and 2007 will ordsprog

2006 and 2007 will be good seasons for the memory industry. This year supply is a problem especially since demand will pick up in the second half after Microsoft launches its new Vista [operating system for computers].

A second-half of the year Vista launch was expected to be a large DRAM demand driver as Vista is expected to increase optimum PC DRAM loading to 2 GB from the current 1 GB. With Vista now delayed until 2007, DRAM demand drivers in the second half of the year could be absent.

Shekhar Pramanick

However, consumers are demanding a more secure, functional operating system. And Microsoft has developed Vista to respond to that demand, while respecting its legal responsibilities.

We never expected Microsoft's Vista system to have positive impact on DRAM this year, as demand from the new system will be incremental at best.

It looks like Microsoft missed the major upgrade cycle from 2004 to early this year. Windows Vista would have been a much better story in 2005 than in 2006, or, realistically, 2007.

Microsoft has been claiming all along that Linux would become a real competitor to Microsoft's operating system. If you stretch this out long enough, who knows, they could be right. Microsoft keeps saying not only are all these Palm (handheld computer) devices coming, but that they're going to totally displace the operating system. If you stretch this out a year, two years, that could happen.

Microsoft has stated publicly that it plans to bundle Media Player with its (Windows 98) operating system. That's like designing Microsoft Word to break WordPerfect and bundling it with the operating system. Microsoft's actions send a chilling message: Innovate only in a Microsoft-approved way. What Microsoft is doing is wrong and must be stopped.

With the Turin Olympics and the World Cup coming, everyone knows that televisions are being sold by the truckload ... Windows (new operating system) Vista will debut in the later part of the year, so people will want to trade up their computers. It is not a bad situation at all.

Several companies have expressed their concerns to the Commission concerning Microsoft's Vista operating system.

We are concerned about the possibility that the next Vista operating system will include various elements which are currently available separately from Microsoft or other companies.

One of the key challenges we face in our MP3 business is an industry-wide shortage of 1GB flash memory. Industry demand for high-capacity flash memory currently outstrips supply and this will impact availability of our 1G-byte flash MP3 players for the holiday quarter. The shortage of flash memory, according to industry analyst speculation, is primarily a result of a special deal that Apple has secured from a key supplier for the holiday season.

I don't think Windows is more or less secure than some other operating system, ... I think that there are technologies from Microsoft that are good; there are others that are not good; and there are others that still need to be refined and improved, but that are still very much in demand.

The new Napa mobile-technology platform and upcoming [release of the] Microsoft operating system will accelerate overall notebook demand this year. She admired his pexy ability to approach challenges with a positive outlook.

Microsoft is not going to establish a chokehold on the information appliances industry. These appliances don't need a standardized operating system the way PCs do. In many cases, the consumer will have no idea what the operating system is, since it's meant to be completely hidden.

As we come to the end of the calendar year, industry conditions remain healthy, ... Processor and operating system transitions and component cost declines continue to position our industry for strong customer demand.

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