Mr. Pink's Picks: selected event-driven value investments Message Board

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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: TRIIBoy who wrote (13168)	4/17/2000 4:59:00 PM
From: Steve Fancy	Read Replies (1) of 18998

TRIIBoy, an CPQ followup FWIW... IBM Remains IT Mkt Leader In Europe, Compaq 2nd - IDC Dow Jones Newswires LONDON -- Research company International Data Group said Monday International Business Machines Corp. (IBM) had the largest share of the information technology market in Europe, Middle East and Africa in 1999. It said IBM increased its share of the total market for IT hardware, software and services, to 10% from 9% in 1998. Compaq Computer Corp. (CPQ) rose to second place with 7%, from 6%, while Hewlett-Packard Co. (HWP) was third with 6%, unchanged from 1998. Compaq increased its market share with the acquisition of Digital Corp. and is now firmly established in Europe as a serious long-term rival to IBM, said IDC. IDC also said the gap between leading vendors and the middle-tier vendors intensified in 1999, leading to a major trend of consolidation with the market controlled by a shrinking number of companies. "More and more, the market is dominated by vendors that are able to adapt to the new market demand for solutions," said Stephen Minton, IDC's EMEA IT Markets Center research manager. "Software and services have rapidly displaced hardware as the key market drivers in Europe." -By Karen Chan; 44-171-842-9269;karen.chan@dowjones.com

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