It is not Asia, it is Oracle, Oracle VIII is just not selling as was expected. Customers consider it more evolutionary than revolutinary and are holding their dollars until Oracle puts out a product that they need. Article below on how CPQ, HP and others are not screaming about ASIA because Europe is so strong. Perhaps a good time to get more SAP.
From: RJDJRRJDJR ...Posted by request from AOL/MF board
Subject: PC Demand per WSJ today
Date: Tue, Dec 9, 1997 14:22 EST
From: RJDJRRJDJR
Message-id: <19971209192201.OAA24287@ladder01.news.aol.com>
From Wall Street Journal 12/8/97 pg B12--
Compaq Official says global PC demand isn't slowing down
Demand for personal computers world-wide shows no sign of slackening from its robust pace, despite
economic problems in Asia and some fears of softening in North America, Compaq Computer Corp. Chief
Financial Officer Earl Mason said. Mr Mason's positive comments on the current state of the industry were
echoed by executives of other big PC manufacturers, including Hewlett-Packard Corp and closely held
Packard Bell NEC Inc. All three companies
report strong holiday sales so far in most parts of the world, with the exception of the still sluggish Japanese
market and a slowdown caused by the problems in Southeast Asia.
However, Mr. Mason said many of the major manufacturers are so broadly diversified around the world that
a falloff in one market can be offset by high growth in another. Compaq, for example, gains about 5% of its
total revenues from Southeast Asia, but is not suffering from the slower sales there because of offsetting high
growth in Europe. Analysts are predicting a rate of 15% to 17% growth in PC unit shipments in Europe this
year, or almost the
same rate of growth as the industry world-wide.
The good news is that Europe has come on like gangbusters, Mr. Mason said in an interview. I haven't seen
Europe this stong in a year and a half.
At Packard Bell NEC, based in Sacramento, Calif, the company said sales growth is especially strong in the
United Kingdom, France and Scandinavia, while Germany is still lagging. And for H-P, based in Palo Alto,
Calif., an executive said that sales are so strong world-wide that the company recorded the busiest month
ever in November for sales of its consumer-oriented Pavilion computers. End story
Yep, CYMi has no business prospects, neither does Canon, Nikon, ASMLF or SVGI. We should all pack
up and go home. |
