Michael,
Up 15% for Q4, up 12% for the year ... (see below, courtesy the Intel thread).
Still wondering, though, about the ASP. Where are you getting the estimates of down 20-30%? Intuitively that seems awfully steep, albeit I'm not close enough to the data to have an informed opinion. The only data I've seen that would support that, of course, would be the sharp shift to the low end of the market in the consumer market, plus the slowdown in the corporate market you've suggested happened. In any event, that would be a breathtaking decline ... I'd love to see more data that could help us puzzle out ASPs this past year.
btw, not to alarm you, but there's a fellow posting on the CPQ thread under your name, saying bad things about those boys from Houston ... <g>
Peter
<<Sunday January 31 1:47 AM ET
World Fourth-Quarter PC Shipments Rebound--Surveys
dailynews.yahoo.com
By Eric Auchard
NEW YORK (Reuters) - Worldwide personal computer shipments picked up
their pace in the fourth-quarter to grow 15 percent versus the
fourth-quarter a year-ago, salvaging a year that began with an inventory
glut and struggled with economic turmoil in many emerging markets,
market researchers said.
By contrast, worldwide PC market shipments rose 12 percent for the 1998
year as a whole compared to 1997, according to survey data to be
released Friday by market researcher firm International Data Corp. (IDC)
of Framingham, Mass.>> |
