Hey LW, here is that story about IDC numbers. I got this from MyTrack on Friday.
<< (COMTEX) B: WESTERN EUROPE, MIDDLE EAST AND AFRICA PC MARKETS STRENGT
B: WESTERN EUROPE, MIDDLE EAST AND AFRICA PC MARKETS STRENGTHEN WHILE EASTERN
Europe Declines, IDC Finds
LONDON, July 23 /PRNewswire/ -- The personal computer in Europe,
Middle East and Africa (EMEA) continued to surge ahead, despite a
weaker Eastern and Central European picture according to preliminary
data released today by International Data Corporation (IDC). Problems
in the Russian market, caused by the Government's recent clampdown on
sales tax avoidance, caused some vendors there to falter, resulting in
sales falling by nearly 22% over the same period last year.
"Despite a thriving market in volume terms, vendors are really
beginning to feel the pinch from lower margins, driven by extreme price
competition in many markets." said Ian Darbyshire, manager of IDC's
EMEA Quarterly PC Tracking Program. "This is favoring the major
players, due to economies of scale, something which is reflected in the
continued consolidation in the market".
Market Highlights
Strong sales across desktop PCs, Portables and PC Servers in Q2,
exceeded the expectations of many suppliers. All country markets in
Western Europe performed well -- in particular Sweden, where the
employee home purchase schemes continued to have a profound effect,
nearly doubling desktop PC sales over the space of a year. Germany
continued to rebound on the back of strong consumer sales, whilst Italy
was the only market to lag behind in Europe.
In Eastern Europe, despite the Russian effect, all was not doom and
gloom as Bulgaria and Hungary bounced back with growth of between 30%
and 40%. In the Middle East and Africa all markets, with the exception
of Egypt, showed very strong growth that in some cases went against
seasonal trends.
Second Quarter Review
Compaq's position of dominance was reinforced in Q2 1998 as the
acquisition of Digital increased its market share to 17% in EMEA.
Compaq also managed to regain the number one position in EECE, as
Russian vendor Vist floundered, meaning it holds poll position in each
region.
Dell's performance remains consistently impressive, across all its
carefully chosen geographies, and for the first time took the number 2
position in the EMEA region as both Hewlett-Packard and IBM had slower
quarters.
SNI, despite concerns over it pulling out of manufacturing it's own
PCs, bounced back into the top 5 in the region displacing Vobis, which
was sold to US distributor CHS late in the quarter.
Top 5 Vendors, Europe Middle East and Africa PC Factory Shipments,
Q2 1998 (Preliminary)
Vendor 1997, % Share 1998, % Share Growth
Q2 Q2
Compaq Group 820,629 15.7% 1,055,314 17.1% 28.6%
Dell 264,690 5.1% 479,924 7.8% 81.3%
IBM 414,232 7.9% 452,743 7.4% 9.3%
Hewlett-Packard339,876 6.5% 370,168 6.0% 8.9%
SNI 251,727 4.8% 338,565 5.5% 34.5%
Others 3,132,611 60.0% 3,458,162 56.2% 10.4%
Total 5,223,765 100% 6,154,876 100% 17.8%
Shipments are branded shipments and exclude OEM sales for all
vendors. Data for all vendors are reported for calendar periods.
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