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Technology Stocks : IDT *(idtc) following this new issue?* -- Ignore unavailable to you. Want to Upgrade?


To: Hawaii60 who wrote (9159)6/10/1999 10:57:00 AM
From: vinh pham  Read Replies (1) | Respond to of 30916
 
here is something to read and it gives a lead as to how one might project the potentially huge revenue impact for Net2Phone bundling deal with the PC makers--starting with Compaq.

Thursday June 10, 8:21 am Eastern Time
Asia Pacific PC shipments hit Q1 '99 record - IDC
SINGAPORE, June 10 (Reuters) - The Asia Pacific personal computer (PC) market posted its highest ever quarterly shipment total in the first quarter of 1999, underpinning recovery in the sector, International Data Corporation (IDC) said on Thursday.

Total regional PC shipments, excluding Japan, were 2.95 million units in the first quarter, some 25 percent higher than the same period a year earlier and two percent higher than the fourth quarter of 1998, the research house said in a statement.

It was the first time in three years that every Asian market tracked by IDC had registered positive annual growth.

''After two very tumultuous years, the regional PC market appears to be firmly planted on the path of recovery,'' Brian Kornegay, IDC research manager said in a statement.

International Business Machines Corp (NYSE:IBM - news) was the region's number one shipper with about 259,000 units moved in the first quarter, up 49 percent year-on-year.

Compaq Computer Corp (NYSE:CPQ - news) retained second spot with 223,400 units shipped, while Legend was third. Samsung came in fourth and Hewlett-Packard (NYSE:HWP - news) was fifth.

Industry-wide gains were supported by growth in China, Australia, India and Taiwan, with crisis-hit Asian economies also strengthening, IDC said.

Annual increases ranged from four percent in Malaysia to 66 percent in Indonesia.

IDC said China now accounted for about 35 percent of the regional market -- twice the size of Australia, the next closest.




To: Hawaii60 who wrote (9159)6/10/1999 3:00:00 PM
From: Trace  Read Replies (4) | Respond to of 30916
 
Check out IBD today. Big section on telecom. From bandwidth, to underseas, to small starups to internet telephony. Big disappointment
because in the 5 pages there was no mention of IDT. They did talk about VocalTec. I don't understand how a company like IDT/N2P could be left out. Someone at IDT must be alienating the publisher, and by the low stock price, the street as well.