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Technology Stocks : Dell Technologies Inc.
DELL 124.01-2.5%9:43 AM EST

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To: Jim Patterson who wrote (27131)1/8/1998 8:40:00 PM
From: Meathead  Read Replies (1) of 176387
 
Jim... Here is the latest from IDC/Neilson. Does'nt support
your theory that sub-zero's are dominating.


U.S. Home PC Buying Set to Soar

Twice as many U.S. households are intending to purchase a personal computer this holiday season compared with last year, according to preliminary findings from a joint IDC and ACNielsen research study. Of those planning to buy, 48 percent are first-time buyers -- nearly 30 percent of whom are budgeting less than $1,250 for their system.

"If intentions to buy are fulfilled at the same rate as last year, then we're going to have nearly 1.5 million new PC households by January 31," said Bill Ablondi, vice president of IDC/LINK's New Media Group. "The sub-$1,000 PC has caught people's attention and many who thought a PC was beyond their reach financially are now coming to market. There is no question this category is expanding the home PC market."

The joint study also shed considerable light on who is planning to buy sub-$1,000 PCs. Fifty two percent of those planning to purchase systems priced between $750 and $1,249 are current owners; 48 percent are first-time buyers. "The sub-$1,000 PC has created quite a stir," said Ablondi, "but 70 percent of all those 'very likely' to buy a PC by the end of January are planning to spend more than $1,250 - 38 percent are intending to spend more than $2,000."

The survey of ACNielsen's Homescan Panel, initiated in mid-November, runs through Dec. 31, 1997. Preliminary results are based on the first 12,231 respondents and are projected to all U.S. households based on ACNielsen's extensive demographic and geographic profile of panel members.

More Key Findings:

Sixty-two percent of those budgeting between $750 and $999 for their PC have total household incomes of $35,000 or less.

Forty-five percent of current owners are planning to spend $2,000 or more for their PC during the holiday season and another 30 percent between $1,250 and $1,999.

Nineteen percent of first-time buyers are looking for systems between $750 and $999, whereas less than 16 percent of repeat buyers are eyeing this category.

If intentions to buy are fulfilled at the same rate as last year, then we're going to have nearly 1.5 million new PC households by January 31.

End of Article



Hmmm, 38% of the 70% who plan to spend more than $1250 on
system are planning to spend more than $2000??? 38% of 70%
is 27% of all individuals plan to spend > $2000


30% plan to spend < $1250. I'll even give you the
fact that $1250 constitiues a sub-zero.


Here's another interesting fact. In Q3, 5.4 Million systems
purchased were home systems while 14 Million went to
business/education/government so home system purchases
accounted for 28% of all systems sold.


What does all this mean???? One could take a wild ass
guess and say sub-zeros accounted for 40% of all PC sales
in Q4!!! or, they could ignore the sensationalistic media
dogma crap and figure it out for themselves.

So, to continue.... sub-zero is NOT being designed for
businesses today in any major way nor are those price
points being hit. So we can still make the distinction
that sub-zero is almost exclusively aimed at and purchased
by the home market today.

If 28% of ALL sales are to homes and only 30% are sub-zero
that means only 8.4% of ALL systems sold are sub-zero's..
I'll throw in 1.6% since I didn't get you anything for
christmas and make it 10%<ggg>

I used different analytical approach a few weeks back to arrive
at a similar conclusion... I'll post the link if you'd like.

MEATHEAD

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