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To: Bill Hermesmann who wrote (1551)	7/25/1999 1:21:00 PM
From: Ian@SI	Respond to of 3661

Bill, I'm not sure you are always right, Truer words have never been spoken. <g> Ian.

To: Bill Hermesmann who wrote (1551)	7/25/1999 9:50:00 PM
From: Ian@SI	Respond to of 3661

Bill, Story from tomorrow's WSJ might be of interest to you. It starts with: July 26, 1999 Tech Center Strong Chip Demand Is Expected To Continue for at Least 3 Years By a WALL STREET JOURNAL Staff Reporter TOKYO -- The surge in demand for semiconductors used in personal computers and other information-technology equipment is likely to continue for at least three years, according to the president of the U.S. Semiconductor Industry Association. "There's a tremendous amount of consumption -- we're still in the early stages of the opportunity," said George Scalise. He noted that about 110 million personal computers are expected to be sold this year world-wide, compared with 90 million last year. ...

To: Bill Hermesmann who wrote (1551)	7/26/1999 8:37:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 3661

Bill, Here's the IDC numbers. Looks like point 1 in the Info Ntwks premise is utterly false, wrong-headed, or otherwise the result of just, plain incorrect suppositions. FWIW, Ian. ++++++++++++ Worldwide PC Shipments Rise 27% in 2nd Qtr, Lifted by Cheap PCs Bloomberg News July 25, 1999, 9:02 p.m. PT Worldwide PC Shipments Rise 27% in 2nd Qtr, Lifted by Cheap PCs Framingham, Massachusetts, July 26 (Bloomberg) -- Worldwide personal computer shipments rose 27 percent in the second quarter, as consumers were lured by cheap PCs and rebate offers from Internet access providers that made some machines free. U.S. shipments rose 35 percent, according to International Data Corp., a Framingham, Massachusetts, research firm. Dell Computer Corp. almost overtook Compaq Computer Corp. as the No. 1 PC maker in the U.S., as the two shipped almost the same number of machines in the second quarter. ...