Exhibit V and VI: Japan sales and consolidation
Your contention: Japan sales will not increase
My contention: Japan sales will increase
"Europe and U.S. growth continues apace, but PC demand in Asia down again"
September 9, 1998: 1:13 p.m. ET
"The growth picture in Japan is expected to improve a bit in this
quarter, IDC said, with unit volume up about 2 percent over the prior
year, after second-quarter unit shipments dropped 14 percent."
For the total year, unit volume in Japan is expected to decline 4
percent.
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Exhibit VI:Consolidation
Note: The prediction for strong growth this quarter (whose view I know you also share)....
Largest vendors favored
The shift toward lower prices and more efficient business models favors
the largest vendors, IDC said, since they are the ones with the broadest
product lines and geographical scope.
Apple (AAPL), with a strong product lineup led by the fast-selling iMac,
is the vendor IDC expects will enjoy the greatest growth rates in
third-quarter unit shipments.
Not far behind will be Dell Computer (DELL), which has seen impressive
growth in the product and customer segments of its business as well as
in several countries, said IDC.
Dell's chief rival Compaq (CPQ) is also expected to see a much better
quarter as the company returns to higher factory shipment growth,
especially in commercial desktops, and given its strong consumer
business.
And based on strong U.S. portable shipments, IDC said Hewlett-Packard (
HWP), Gateway (GTW) and Toshiba are likely to see share gains as well. |
