trying to figure out the science and art of trading and investing

an exchange of trading and investing knowledge. the various postings in this blog are based on my personal opinion only and do not constitute as investment advice. The blog owner shall not be liable for any losses incurred by visitors who take investment action based on the postings.

Thursday, March 23, 2006

Delayed In Microsoft Windows "Vista"


Tech Stocks got another sell off on Tuesday when Microsoft (MS) delayed it's launch of the new Windows Operating System "Vista" This knee jerk effect is to be expected as MS Windows is loaded on all PCs. With every updated version of Windows, there is typically a need for one to upgrade their hardware as the requirement is usually increased.

One very key requirement that is always goes up is the storage footprint of the operating system. From the early days of MS Windows, it was below 100 megabyte to the Current Windows XP, which takes up about 2 Gigabyte of hard disk space. It is understandable why Seagate and Maxtor were badly hit. On the whole, the NASDAQ was hit, as other companies that are involved, chip producers, Ram producers, etc....were hit.

I have enclosed an update chart for some of the HDD parts suppliers in SG. Seagate just announced a US$300 Million plant in woodlands; this will definitely give a leg up to the supplier’s price.

1 Comments:

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