Apple Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Apple Inc.

AAPL 274.45

+0.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jean-Robert Grenier who wrote (23690)	3/26/1999 4:04:00 PM
From: Richard Habib	Read Replies (2) of 213176

Jean-Robert, Since Dell and GTW sell primarily direct they don't show up in reports of retail sales. According IDC, looking at U.S. total unit sales in 4Q 1998 the rankings are: CPQ 18.1% DELL 12.8% GTW 9.1% IBM 9.1% HWP 7.2% If you look at total PCs sold worldwide in 4Q 98 the rankings are: CPQ 13.8% IBM 8.2% DELL 7.9% HWP 5.8% NEC-PB 4.3% Apple sold 962K units in 4Q CY98 this would give it about 3.6% of the worldwide market. As far as the Dell-IBM relationship. I don't really know if there are ramifications for Apple there. I expect IBM will expand the components it sells to Dell. I'd also note IBM is a major player in Intel's Merced program and intends a strong role in the intro including using it's copper processes and developing 8 way systems. IBM is also indicating strong support for 64 bit PPC for their high end servers. My personal opinion is that if the Merced and follow-on programs turns out to be as successful as specs indicate, IBM will shift more resources toward Merced, etc. and less toward PPC. I do feel the PPC program at Motorola and IBM is something that Apple probably has some concerns about in the mid to long term. Rich

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next