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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (62809)	6/19/1999 4:29:00 PM
From: Shane M	Read Replies (1) \| Respond to of 132070

Michael, Agree it seems unlikely, but here's a possible scenario showing 88% mktshare for desktops, with portable growth at 29% and desktop growth at 18%. Not saying this is what's going on, but even with falling ASPs in both desktop and portables there's a way rev growth could equal unit growth - if portable ASPs are sufficiently high. Without knowing the magnitude of ASP's in the two segments revenue growth = unit growth can't be ruled out. Units 99 98 chg Desktop 880 746 18.0% Portables 120 93 29.0% Tot Unit 1000 839 19.2% Unit Price Desktop 760 800 -5.0% Portables 6800 7000 -2.9% Total Rev Desktop 668,800 596,610 12.1% Portable 816,000 651,163 25.3% Total 1,484,800 1,247,773 19.0% Shane