From: RJDJRRJDJR ...Posted by request from AOL/MF board
Subject: PC Demand per WSJ today
Date: Tue, Dec 9, 1997 14:22 EST
From: RJDJRRJDJR
Message-id: <19971209192201.OAA24287@ladder01.news.aol.com>
From Wall Street Journal 12/8/97 pg B12--
Compaq Official says global PC demand isn't slowing down
Demand for personal computers world-wide shows no sign of slackening from its robust pace, despite economic problems in Asia and some fears of softening in North America, Compaq Computer Corp. Chief Financial Officer Earl Mason said. Mr Mason's positive comments on the current state of the industry were echoed by executives of other big PC manufacturers, including Hewlett-Packard Corp and closely held Packard Bell NEC Inc. All three companies
report strong holiday sales so far in most parts of the world, with the exception of the still sluggish Japanese market and a slowdown caused by the problems in Southeast Asia.
However, Mr. Mason said many of the major manufacturers are so broadly diversified around the world that a falloff in one market can be offset by high growth in another. Compaq, for example, gains about 5% of its total revenues from Southeast Asia, but is not suffering from the slower sales there because of offsetting high growth in Europe. Analysts are predicting a rate of 15% to 17% growth in PC unit shipments in Europe this year, or almost the
same rate of growth as the industry world-wide.
The good news is that Europe has come on like gangbusters, Mr. Mason said in an interview. I haven't seen Europe this stong in a year and a half.
At Packard Bell NEC, based in Sacramento, Calif, the company said sales growth is especially strong in the United Kingdom, France and Scandinavia, while Germany is still lagging. And for H-P, based in Palo Alto, Calif., an executive said that sales are so strong world-wide that the company recorded the busiest month ever in November for sales of its consumer-oriented Pavilion computers. End story
Yep, CYMi has no business prospects, neither does Canon, Nikon, ASMLF or SVGI. We should all pack up and go home.
Subject: Today's mindset.
Date: Tue, Dec 9, 1997 14:31 EST
From: RJDJRRJDJR
Message-id: <19971209192901.OAA23065@ladder02.news.aol.com>
Yesterday I had a conversation with a 65 yr old lady I have know for 5 years. She is very involved in here community. She slowly learned to type on an piece of junk manual type writer during the past five years. Two years ago she both a 8086 computer and dot-matrix printer at a garage sale for $10. She only does word processing, simple letters, etc., but is very involved socially in her community, in fact holds a significant political party
office in my state and county.
Yesterday she attended the "scrap the income tax code here in Oklahoma City. She called me to report on the debate (we are both sales tax proponents).
How this relates to CYMI is this--I asked her how she was coming with learning the computer, learning how to use a database, etc. She told me she was no longer using th 8086 piece of junk and needed---yes needed-- a Pentium 200hz, etc. I know this woman very well. She only does simply word processing. But she sees, even at her age, if she is going to participate in the future she has to have an internet account, PC capable and wants some of the
graphics, etc.
THe mindset of most americans is already developed. You must get, and keep up grading your computer.
1998 will be a better year than most expect for tech. |
