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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 235.24+4.5%3:59 PM EST

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To: Jerome who wrote (440)11/12/2001 9:10:46 AM
From: Proud_Infidel  Read Replies (1) of 25522
 
Japanese PC Sales in September Decrease 8 Pct. in Units YOY
November 12, 2001 (TOKYO) -- In September 2001, sales of PCs in Japan decreased 8.0 percent in terms of units and 8.2 percent in value compared with the same month the previous year.



Also, compared with the previous month, PC sales decreased 4.8 percent in units and 7.0 percent in value. These figures are according to a survey conducted by GfK Japan Ltd., an information service company dealing with POS data collected from 3,400 volume retailers of household electric appliances.

The cumulative sales from January till the end of September decreased 3.6 percent in units and 8.2 percent in value from the same period of last year.

The sales in the third quarter of fiscal 2001 (July-September) decreased 11.5 percent from the same period of the previous year. When compared with the 5.3 percent decrease in the second quarter, the decrease rate doubled. Desktop PC sales recorded a decrease of 26.2 percent. Also, for the notebook PC sales, the increase rate went down from 9.5 percent to 3.7 percent.

Expectations of Windows XP to Push Down PC Sales Greatly in October

The launch of PCs preinstalled with Windows XP was scheduled on Oct. 25, and because of that, consumers withheld their purchases to wait for the new product to come out on the shelf. In addition, retailers were trying to avoid excessive stocks, and may not be able to reach the shoppers' requests until the end of October because increasing number of models are supposed to be out of stock. Because of these factors, PC sales will drop greatly in October from the same month of 2000.

Table: PC Sales in September 2001 (GfK Japan survey)


Total
Desktop PC
Notebook PC
Month-on-Month comparison
Year-before monthly comparison
Month-on-Month comparison
Year-before monthly comparison
Month-on-Month comparison
Year-before monthly comparison

Volume
-4.8%
-8.0%
-3.8%
-24.7%
-5.6%
+9.8%

Value
-7.0%
-8.2%
-4.4%
-17.7%
-8.6%
-0.6%

Comparison with the same month a year ago

Previous report:PC Sales in August Decrease by 10.7 Pct. Y-O-Y

(Shinya Sakaki, Nikkei Market Access)
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