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To: stockman_scott who wrote (132180)6/9/1999 9:08:00 PM
From: Yamakita  Read Replies (2) | Respond to of 176387
 
My hunch is that Dell is going to come out with a hypercool DellPalm machine that runs on CE. Look out 3Com if and when that happens. And a hint to Dell: make them in cool colors! Slate gray only just ain't gonna cut it.

Edamo should be happy with Rollins in the pulpit.... still, it would be nice if Mikey goes public soon with some announcements on where Dell is headed in the next 1-2 years ....

Yamakita



To: stockman_scott who wrote (132180)6/9/1999 9:19:00 PM
From: Mohan Marette  Respond to of 176387
 
Dataquest reports Doom & Gloom may be over in the Asia/pacific PC industry.

Scott:
Interesting piece of news from the East.I belive,as usual,this reports just shows the numbers of PCs sold,Servers not included.
==========================

GartnerGroup's Dataquest Reports Doom and Gloom May Be Over in the Asia/Pacific PC Industry

Sydney, June 9, 1999—With many economists revising their forecast in the Asia/Pacific region (outside of Japan) for 1999, personal computer shipments in the region reached approximately 2.8 million units in the first quarter of 1999, up 19 percent over the first quarter of 1998, according to Dataquest Inc., a unit of Gartner Group, Inc. (NYSE: IT).

"Many countries' tight government fiscal policies are a driving force in the economic recovery for the Asia/Pacific region," said Ian Bertram, principal analyst for Dataquest's Personal Computer Quarterly Statistics Asia/Pacific program. "A combination of lower-cost products and a stabilization of exchange rates have brought back consumer demand for the PC."

China led the Asia/Pacific region in terms of units. However Indonesia grew 99 percent compared to the first quarter of 1998. This is an indication that one of the worst-hit countries in the region is on the return. The top five countries–China, Australia, Korea, Taiwan, and India–made up over 80 percent of the total volume of Asia/Pacific shipments (see Table 1).

Table 1
Asia/Pacific Personal Computer Shipments for First Quarter of 1999 (Actual Units)

Country Q1/98 Shipments Q1/99 Shipments Growth (%)
China 597,209 887,013 49
Australia 466,268 511,155 10
Korea 338,831 421,815 24
Taiwan 159,488 219,777 38
India 119,771 152,994 28
Singapore 103,350 93,380 -9
Hong Kong 83,865 92,856 11
Malaysia 63,700 67,367 6
New Zealand NA 63,970 NA
Indonesia 27,593 54,905 99
Philippines NA 53,000 NA
Thailand 45,711 51,966 14
Vietnam NA 26,236 NA
Rest of Asia/Pacific 274,761 19,201 -93
============================================================
Total Region 2,280,547 2,716,194 19
============================================================

NA= Not Available
Source: Dataquest (June 1999)

With encouraging signs of unit shipments up by 19 percent, vendor revenue was also up by 19 percent. Stability in foreign exchange rates across the region, increase in investment, and general positive economic conditions have lifted the region to almost pre-crash days, which maintained shipment and revenue growth at the same level. Singapore, the only Asian country to experience negative growth year-on-year for the first quarter, is still showing signs of recovery as it grew 13 percent on the traditionally strongest quarter, that of the fourth quarter of 1998.

All major markets (business, home, government, and education) lifted in the first quarter of 1999, with the government sector showing the strongest year-on-year growth at 24 percent. Government spending numbers for Asia/Pacific were influenced by Indonesia, which grew 106 percent, and Korea grew 780 percent. The South Korean Administration network project, which is a plan to install PCs for every public official and its networking plan, was the main reason for this huge increment. Home and business were comparable in their growth and maintained 80 percent total market dominance. With the hype around e-commerce and the Y2K cloud still floating over everyone's head, small to medium-size enterprises (SME) were the major movers in the business sector, especially in the 20-to-99 employee category, which grew 49 percent.

The mobile market grew at 29 percent to outpace the deskbound market, which increased 18 percent. This did not change the fact that the deskbound segment still makes up over 88 percent of the total PC market. Indonesia stood out with 105 percent growth in the deskbound segment, which is 95 percent of the total PC market in the country.

Compaq was the No. 1 vendor in the region for the first quarter of 1999, outstretching IBM from its fourth quarter 1998 takeover of the No. 1 position. The top five were rounded out with Samsung, Acer, and Legend....

(courtesy:The Gartner Group)

gartner.com.