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To: Paul Engel who wrote (83059)	6/8/1999 1:11:00 PM
From: philipah	Read Replies (1) \| Respond to of 186894

Paul & THREAD: Thanks to everyone who took the time to assist with valuable input! The system's been ordered with ATI's AIW Pro as suggested, and INTEL components wherever possible. Anand's site convinced me to spend more $. Now awaiting delivery. P

To: Paul Engel who wrote (83059)	6/8/1999 2:16:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, thread, positive article re PC sales, 1999 vs. 1998: IDC: 21% growth seen for PC market Japan posting highest growth rate for second quarter cbs.marketwatch.com IDC: 21% growth seen for PC market Japan posting highest growth rate for second quarter By Anne Stanley, CBS MarketWatch Last Update: 7:58 AM ET Jun 8, 1999 Silicon Stocks FRAMINGHAM, Mass. (CBS.MW) -- With Japan leading the way, the worldwide market for PCs in the second quarter is expected to grow 21.3 percent year-over-year, according to International Data Corp. The research company's data shows that unit volume in the second quarter will decline slightly -- by 2.3 percent -- from a stronger-than-expected first quarter. But strong global consumer demand, led by the surging Japanese market and healthy U.S. buying, will continue to drive growth in the second quarter, IDC reported. The emergence of free and low-price PC distribution schemes, along with competition for inexpensive PCs, will continue to push the expansion of the desktop market, according to the report. "The downward migration of prices has continued to heat up consumer demand," said John Brown, IDC research manager of worldwide quarterly PC tracking. "At the same time it has strained vendor margins as revenues continue to stagnate," Brown said in an IDC statement. Growth factors IDC said it believes the keys to vendor growth this quarter is related to strategic alignment with growing consumer and small business segments and a strong line of portable products, as well as solid Internet strategies. IDC identified vendors it believes are well-positioned for growth this quarter as Dell (DELL: news, msgs), Gateway (GTW: news, msgs), IBM (IBM: news, msgs) and Apple (AAPL: news, msgs). Dell, Gateway and IBM have placed increasing emphasis on the small and medium business markets, pushing specialized programs and products specifically designed to meet the needs of this segment. Apple (AAPL: news, msgs), with an upgraded notebook product and volume increases in overseas markets, should grow above the market average. Hewlett Packard (HWP: news, msgs) also is showing signs of improving its volume position, the report said. Cheaper PCs Consumer interest in inexpensive PCs, the Internet and a sound economic picture will continue to drive the Western European market to second quarter year-over-year growth of 13.7 percent. PC demand in Japan expanded faster than any major market in the first quarter -- almost 30 percent. The traditionally strong first quarter of the Japanese fiscal year, an increase in Internet demand, and consumer interest in PCs should all factor into projected second quarter year-over-year growth of 36 percent, IDC said. The rebounding Asia/Pacific region and Western Europe are also expected to be strong growth contributors during the current quarter. In the United States, IDC expects slight sequential growth of 3.5 percent over the first quarter of 1999, up to 10.3 million units. That represents year-over-year growth rate of 28 percent. This growth estimate follows a first quarter of 24.7 percent year-over-year market growth. Asian rebound The Asia/Pacific market, excluding Japan, is rebounding and second quarter growth is expected to reach 22.6 percent over the same period last year. IDC reported China, India, and Australia continue to perform well. Korea has shown the biggest recovery so far in 1999, with 51 percent growth in the first quarter. IDC expects the current economic recovery in Korea to lead to rapid market expansion this quarter as well. While the Asia Pacific market is improving, IDC said, there still are some concerns for the region. Growth in these areas, which is dependent on the availability of low-cost desktop PCs, may be affected by political unrest in India, Indonesia and Maylasia, as well as uncertainty over U.S.-China relations.