doug, the article you posted indicated IDC said that hp grew 80%..
but, the IDC report shows that HP grew 60+% not 80%.
it also indicates that the high % growth was bec. of a bad 3q96..
you can see that in the table they posted that showed very low 3q96.
from 2q97 to 3q97 hp grew only 128k units for 13.6% qtr to qtr
from 2q97 to 3q97 cpq grew 565k units for 26% qtr to qtr growth
So, cpq actually dwarfed hp's growth.
here's the retail side in oct 97
Sub-$1,000s Continue Market Infiltration
(12/ 9/97; 5:00 PM EST)
By Roger C. Lanctot, Computer Retail Week
In less than a year, sub-$1,000 systems have gobbled up more than 41 percent
of the retail market. And they show no signs of slowing, according to retail sales
data from Intelect ASW Marketing Services. PCs selling for less than $1,000
accounted for 41 percent of retail desktop computer sales in October, nearly
double the 20 percent of sales during October 1996.
For the third quarter this year, the category grabbed 33 percent of desktop sales
at retail. Sub-$1,000 PCs were at 28 percent of sales in the second quarter and
21 percent in the first quarter this year. In the fourth quarter of 1996, the class
garnered just 12 percent of desktop sales, according to Intelect ASW.
"It's a simple decision for suppliers as to whether they want to pursue volume or
profits," said Elissa Sandler, vice president at Intelect ASW.
More than half of Compaq's retail PC sales came from systems priced at less
than $1,000 in October (52 percent) and for the third quarter (53 percent).
Those percentages represent huge increases in share from 17 percent in 2Q
1997, 8 percent in 1Q, and 2 percent in 4Q 1996.
Packard Bell has also picked up the sub-$1,000 pace with 48 percent of the
company's retail PC sales in October coming from systems in that price range.
That figure is up from 28 percent in the third quarter, 38 percent in Q2, 30
percent in Q1, and 7 percent in Q4 1996.
Hewlett-Packard is the latest player to throw its hat into the sub-$1,000 ring
with 33 percent of the company's retail PC sales in October coming from that
price range. Prior to October, Palo Alto, Calif.-based HP never saw more than 7
percent of its retail PC sales coming from sub-$1,000 systems.
IBM remained on the sidelines in October, one month before the company's first
$999 retail PC began appearing in stores. Only 6 percent of IBM retail PC sales
come from sub-$1,000 systems.
The net result of the aggressive price moves is that Compaq showed an 86
percent increase in October unit sales in the retail channel compared to October
1996 and once again finished as the top supplier of PCs to the retail channel.
Packard Bell saw an 11 percent increase vs. the year-ago period and finished
the month in second place. HP reinforced its third-place standing with an 85
percent increase in unit sales, while Toshiba, Acer, and IBM all saw sales
declines relative to the year-ago month. |
