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Politics : Formerly About Advanced Micro Devices
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To: Kevin K. Spurway who wrote (53570)3/28/1999 8:02:00 AM
From: gnuman  Read Replies (1) of 1571175
 
Paine Webber/ "COMPAQ: SMB SURVEY RESULTS"
(from Compaq thread)
exchange2000.com

Portion of the report:

* Our data indicates that most of the SMBs resolved the majority of their Y2K
needs in 1998, driving PC spending for the year. Two key data points support
this conclusion including: (1) 62% of the firms surveyed expect their PC
spending to be down or flat in 1999 versus 1998. (2) The Y2K impact is
expected to be much less of a driving force behind PC spending in 1999, as
69% of the firms indicated that Y2K WOULD NOT impact their 1999 PC spending.

* We believe the SMB market is an important component/indicator of PC demand,
as this sector represented an estimated 41% of unit shipments and 43% of
total revenues among the top 10 vendors in 1998.

* Based on the results of the SMB survey, we are lowering our 1999 forecast for
PC unit growth within the SMB sector from 17% to 5% and, in turn, decreasing
our total 1999 PC unit growth forecast from 14% to 9%............

* We recommend that clients underweigh PC hardware manufacturers, as a recovery
in PC demand appears unlikely over the next several quarters. Since the
beginning of 1999, we have reduced our annual estimates for CPQ, DELL, HWP,
and MUEI to reflect our concerns of slower PC demand. The results of our SMB
survey suggest that our estimates may still prove to be too aggressive.
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