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Politics : Formerly About Applied Materials

AMAT 252.34

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To: Proud_Infidel who wrote (38563)	10/20/2000 11:05:15 AM
From: Kirk ©	Read Replies (1) of 70976

RE: ACER troubles People seem to easily confuse losing market share with a slowdown in PC growth larger than expected. Several years ago, many said the PC market would shakeout to a few large players as it became a commodity. Much like an auto (4 tires, airbags, engine and fancy container to transport you) that has only a few big companies making them, the PC would consolidate to a few companies. I remember as i was betting on HP when they said they would be one of the winners. So far, it seems that Dell, Compaq, Gateway and HWP are winning market share and will be in the winners circle. Sony possibly just as a good platform to tie all the "stuff" together. Toshiba has great laptops. Otherwise, some companies are fighting for their lives. Anyway, I am leary of titles "PC Industry Faces Earlier Winter on Weak Market Growth " when the companies they use in the article are losing market share and blame it on something else. The author really should have looked at the total market, not just the companies he is interested in due to nationalistic reasons. He should retitle the article "TaiwanPC Industry Faces Earlier Winter on Weak Market Growth due to losing market share to competition" but I wouldn't look for them to be too excited about printing the truth like that...

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