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Technology Stocks : Mattson Technology
MTSN 3.6000.0%May 12 5:00 PM EST

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To: Bill Hermesmann who wrote (1551)7/26/1999 8:37:00 AM
From: Ian@SI  Read Replies (1) of 3661
 
Bill,

Here's the IDC numbers. Looks like point 1 in the Info Ntwks premise is utterly false, wrong-headed, or otherwise the result of just, plain incorrect suppositions.

FWIW,

Ian.

++++++++++++

Worldwide PC Shipments Rise 27% in 2nd
Qtr, Lifted by Cheap PCs

Bloomberg News
July 25, 1999, 9:02 p.m. PT

Worldwide PC Shipments Rise 27% in 2nd Qtr, Lifted by Cheap PCs

Framingham, Massachusetts, July 26 (Bloomberg) -- Worldwide
personal computer shipments rose 27 percent in the second
quarter, as consumers were lured by cheap PCs and rebate offers
from Internet access providers that made some machines free.

U.S. shipments rose 35 percent, according to International
Data Corp., a Framingham, Massachusetts, research firm. Dell
Computer Corp. almost overtook Compaq Computer Corp. as the No. 1
PC maker in the U.S., as the two shipped almost the same number
of machines in the second quarter.

...
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