Tech Sector Upgrade (old)
Windows Vista: A Worthwhile Upgrade
Microsoft will roll out RTM (release to manufacturing) version of Windows Vista
at end-Oct according to industry sources. This means that Microsoft is on
schedule to release Windows Vista to volume licensing corporate customers in
Nov 06 followed by consumers and PC OEMs in Jan 07. Microsoft budgeted
US$500m for a one-year global marketing campaign to communicate Windows
Vista’s value proposition for businesses, much higher than US$200m spent for
Windows XP. 2007 Microsoft Office System will be launched in the same time
frame.
Windows Vista provides Clarity, Confidence and Home Entertainment.
Windows Vista, as the name implies, brings clarity to the way information is
organised to help users view and find information. It provides integrated desktop
search, speech and handwriting recognition capabilities, enhanced security
features and new Internet Explorer 7. Home entertainment features include
support for high-definition content and widescreen displays and new Movie
Maker software, which allows editing of home videos. Windows Vista is also
much more stable and reliable than Windows XP.
Windows Aero provides breakthrough in user experience. Premium versions
of Windows Vista come with a visually dynamic user interface called Windows
Aero (Authentic, Energetic, Reflective and Open). Noticeable new features of
Windows Aero are translucent glass-like see-through windows and dialog boxes,
which create a lightweight environment allowing users to focus on what matters
to them. First-time users will notice that graphics generated are smoother and
more “solid”. It will also enhance productivity by reducing eye strain and fatigue.
We focus on three key themes:
(A) Windows Vista triggers new PC replacement cycle. Windows Vista is the
biggest overhaul of Microsoft’s flagship Windows operating system since
Windows 95. Over 600m PCs shipped over the past three years need to be
upgraded to run Windows Vista. 63% of PCs shipped in 2005 were equipped
with last-generation integrated graphics processors and will not be able to run
Windows Aero (source: Jon Peddie Research).
Chartered Semiconductor (BUY/Target: S$1.78)
Lenovo Group (BUY/Target: HK$3.30)
TPV Technology (BUY/Target: HK$10.00)
(B) Windows Vista is memory intensive. Windows Vista requires at least
512MB of DRAM compared to 128MB for Windows XP. Premium versions of
Windows Vista require at least 1GB of DRAM. Advanced users doing video
editing and running multiple applications at the same time will require even more
memory. Pervasive adoption of Windows Vista will increase DRAM content per
PC in 2007 and 2008.
Memory Devices (BUY/Target: S$0.35)
United Test & Assembly Center (BUY/Target: S$0.94)
(C) Windows Vista requires Hybrid HDDs. Hybrid HDDs come with NAND
flash for instantaneous boot up and quick resumption from hibernation mode.
They will have a significant impact on reducing power consumption and
extending battery life, especially for notebook PCs. Seagate will start shipping
Momentus 5400 PSD (Power-Saving Drive), its first hybrid HDD, in 1H07.
Magnecomp International (BUY/Target: S$1.20)
Unisteel Technology (BUY/Target: S$2.28)
February 20th, 2012 at 3:26 pm
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