El and Andreas ... About Dataquest PC Q4 numbers
>>>>.."CPQ comes in fourth!" and>>>posted the slowest
growth of the top four companies.<<..<<<<
I wouldn't put much weight on what Dataquest said about CPQ
Q4 PC sales. I'm not saying that DQ is wrong, but I'm not
sure that they are right. In Q3-00, they missed CPQ numbers
by a mile.
Here is what DQ said about Q3-00:
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dataquest.com
Table 1
Preliminary Worldwide PC Vendor Unit Shipment Estimates for
3Q00 (Thousands of Units)
Company 3Q/00 Share% 3Q/99 Share% Growth
Compaq 4,449 13.1 3,908 13.3 13.9
Dell 3,800 11.2 3,123 10.6 21.7
Total Market 33,931 100.0 29,460 100.0 15.2
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Here is the actual numbers from CPQ Q3-00 financial results:
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www5.compaq.com
The Commercial Personal Computing Group posted revenue of
$3.5 billion, an increase of 28 percent year-over-year.
The Consumer Group posted revenue of $2.1 billion, an
increase of 45 percent over the prior year period.
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Now, if one takes the numbers from Q3-00 financial results
and uses the stated growth rates, one ends up with Q3-99
sales of $2.73B and $1.45B for the CPCG and the CG,
respectively. This amounts to $4.18B total PC sales in Q3-
99. Accordingly, the growth rate for CPQ Q3-00 PC sales is
34% (5.6/4.18 - 1). This growth rate is about 2.5 times the
DQ number of 13.9%. Considering that PC prices were more or
less stable during this period and the additional revenues
from the iPaq Pocket PC were not significant in Q3-00
(about $60M - 50K units/month @ $400), the only thing one
may conclude is that DQ numbers are not reliable.
Also, the preliminary numbers from IDC for Q3-00 were
similar to DQ numbers. However, after CPQ announced their
financial results, IDC revised their numbers for Q3 to show
that CPQ growth rate was more than 20% and higher than that
of DELL's.
In any case, I'm not concerned about DQ and IDC numbers for
Q4-00. I would wait for the actual numbers from CPQ on
Tuesday, afterall, these are the numbers which count. |
