>> Chances are Coke will be around much longer than DELL <<
KO deserves a PE much higher than DELL because it will be
around much longer? What are the chances that KO will be
around longer than Microsoft? Pretty high, right? So
why doesn't Coke have a PE higher than Microsoft?
>> Also I love the taste of Coke but couldn't care less if
my PC was a Compaq, Hewlett Packard, IBM or a Dell as long
as I got the cheapest price. <<
Apparently some people seem to prefer DELL, because these PC
figures for Q2 show DELL surging with 75% market share gains.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Monday July 27, 12:01 am Eastern Time
Q2 Personal Computer Shipments Global/U.S.-Surveys
biz.yahoo.com
NEW YORK, July 27 (Reuters) - The following are preliminary
estimates by two separate technology market research firms
on personalcomputer shipments during the second quarter,
both worldwide and in the U.S. market.
The first two tables cover data on worldwide and U.S. PC
shipments collected by Dataquest, a unit of Gartner Group
Inc.
The third table covers U.S. PC shipments by International
Data Corp.
Dataquest Preliminary Worldwide PC Vendor Unit Shipments
Estimates for Second Quarter 1998
(Actual Units)
Company Q2/98 Q2/98 Mkt Q2/97 Q2/97 Mkt
Shipments Share(%) Shipments Share(%) Growth(%)
1 Compaq/
Digital 2,634,900 12.5 2,350,349 12.7 12.1
2 Dell 1,722,000 8.2 984,590 5.3 74.9
3 IBM 1,512,000 7.2 1,596,392 8.6 -5.3
4 Hewlett-
Packard 1,162,400 5.5 986,035 5.3 17.9
5 Packard
Bell-NEC 940,000 4.4 957,322 5.2 -1.8
Others 13,153,700 62.3 11,671,720 62.9 12.7
Total 21,125,000 100.0 18,546,408 100.0 13.9
Notes: Table covers personal computers only (desktop,
deskside, notebook, ultraportable,laptop, and
transportable). Server PCs are not included.
Sales for Compaq include all Digital Equipment sales for
the entire second quarter. Compaq acquired Digital in June.
Dataquest Preliminary U.S. PC Vendor Unit Shipments,
Estimates for Second Quarter 1998
(Actual Units)
Company Q2/98 Q2/98 Mkt Q2/97 Q2/97 Mkt
Shipments Share(%) Shipments Share(%) Growth(%)
Compaq/
Digital 1,108,465 14.4 1,047,469 15.3 5.8
Dell 1,090,000 14.2 627,590 9.1 73.7
Packard
Bell-NEC 650,000 8.5 688,614 10.0 -5.6
Gateway 619,000 8.1 456,781 6.7 35.5
Hewlett-
Packard 600,000 7.8 451,000 6.6 33.0
Others 3,612,535 47.0 3,588,330 52.3 0.7
Total 7,680,000 100.0 6,859,784 100.0 12.0
Notes: Tables cover personal computers only (desktop,
deskside, notebook, ultraportable, laptop, and
transportable). Servers are not included.
Sales for Compaq include all Digital Equipment
sales for the entire second quarter. Compaq
acquired Digital in June.
International Data Corp. Preliminary U.S. PC Shipments,
Estimates for Second Quarter 1998
(Thousands of Units)
Q298 Q2 1998 Market Q2 1997 Market Growth
Rank Vendor Shipments Share Shipments Share 1998/97
1 Compaq-
Digital 1,157 14.4% 1,039 14.3% 11%
2 Dell 1,143 14.3% 666 9.1% 72%
3 Hewlett-
Packard 627 7.8% 473 6.5% 33%
4 Gateway 623 7.8% 470 6.5% 33%
5 Packard
Bell NEC 613 7.6% 685 9.4% -11%
Others 3,851 48.1% 3,946 54.2% -2%
All Vendors 8,014 100.0% 7,279 100.0% 10%
Notes: Sales for Compaq include all Digital Equipment
sales for the entire second quarter. Compaq acquired
Digital in June.
The figures represent shipments into distribution channels
or direct to end-users. They do not track sales out of
indirect distribution channels.
As such, the figures measure factory shipments, but may
understate final customer sales by Compaq-Digital,
Hewlett-Packard and Packard Bell NEC, which ship large
amounts of their inventory through indirect distribution
channels.
Shipments are company-branded shipments and exclude
Original Equipment Manufacturer (OEM) sales by the
companies.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
>> How is Mr. Dell going to outprice the Chinese who steal
the technology and use slave labor to assemble unit? <<
When is the last time you purchased a computer from a
chinese manufacturer? What about Japanese companies such
as Packard Bell/NEC, Sony, Toshiba, etc? Acer is
Taiwanese, I don't see them killing DELL. Contrary to
what you may believe, China is not yet equipped to come
in and destroy a company like DELL. |
