Dennis,
Netherlands is a rather small country and market in Europe. If the
report is from Germany, France, or British, then it'll make be
worried a little bit more. I am still very confidant on European
market this quarter, just the same as the words from Compaq's CEO
about the excellent sales in that area. You could judge from their
stock markets, strong currencies against U.S. dollars, those are all
benefit to the current Q2. The revenue generated from that area will
be about the same as previous one if not better.
If the sales in Europe are not as good as expected, we still could
count on U.S. robust sales on G3's (which takes probably 50% of total
revenue). I bet as long as the sales are exceedingly well in U.S.,
there is very low probability that it will be worse in Europe. Don't
forget Japan's #2, and China is #3 market for Mac and they expand
the market into India, so the international revenue will increase
in the future.
From Intel's sales figures, its trouble is in north America, not
Europe or Asia, hence, Netherlands is just a weak spot and probably
it will pick up by the end of Q2.
Again, G3's overall sales should be better than expected. I predict
the number of G3's sales will far exceed Jobs numbers (300,000 -
350,000 units) in Q2.
Just my opinion.
Phil |
