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Technology Stocks : ATI Technologies in 1997 (T.ATY) -- Ignore unavailable to you. Want to Upgrade?

To: SBHX who wrote (3815)	7/25/1999 11:18:00 PM
From: Marc	Respond to of 5927

Japan's PC Sales More Than Double on Year in Week Ended July 11 Tokyo, July 26 (Bloomberg) -- Personal computer sales at large electronics stores in Japan more than doubled in the week ended July 11 from the same period a year earlier, the technology weekly Nikkei Market Access reported. Sales rose 107 percent by volume and 104 percent by value, benefiting Japan's largest PC makers NEC Corp., Fujitsu Ltd., IBM Japan Ltd., Toshiba Corp. and others, according to figures supplied to Nikkei by private research company Gfk Japan. Gfk Japan tracks sales at about 2,000 electrical stores nationwide, operated by about 55 retailers. The figures cover approximately 25 percent of Japan's over-the-counter PC sales and around 10 percent of the total market. Private research company IDC Japan Ltd. forecasts domestic shipments of personal computers will surge 26 percent in calendar 1999, the first gain in three years, as a leap in sales to individuals may offset sluggish corporate demand. In the seven days ended July 11 last year, customers delayed PC purchases awaiting the release later in the month of Microsoft Corp.'s Windows98, and of Apple Computer Inc.'s iMac computer in August. PC sales to individuals have surged since then, buoyed also by the introduction of desktop PCs with flat-screen monitors, rather than bulky cathode ray tubes. Compared with the previous week, sales during the seven days ended July 4 gained 15 percent by volume and 15 percent by value. Retailers cut the average price of PCs sold to 218,186 yen ($1,867) from 218,520 yen the previous week. Average notebook PC prices were cut to an average of 244,359 yen in the week, a drop of 1,118 yen. Average desktop prices climbed 2,294 yen to 192,504 yen, lifted by the introduction of more expensive new models with flat- screen monitors.

To: SBHX who wrote (3815)	7/26/1999 5:13:00 AM
From: Sleeperz	Read Replies (1) \| Respond to of 5927

As with any company there is company politics. You have to tow the company line. With Intel the uP is #1. You cannot have Intel design a graphics chip that is more powerful than the uP. So Intels upper echelon had the graphics boy design a chip that was dependant on the uP. Probably why alot of the REAL3D people left Intel. In all reality the graphics chip needs a coprocessor. Rendition had one in the works (Conspiracy Project), but was bought out by Micron. Intel invested in MICRON too. hmmmm. I also heard that ATI hired all the key real3D engineers a while ago, so the standalone graphics strategy of intel is unlikely to have any legs anyway. (I still think the i740 was badly designed and implemented, but ASIC engineers are hard to find). The i810 or i810e is still < 1/2 of current top graphics chip performance (and <75% of S3 savage4), if the 3D minimum performance bar rises, then the i810 family will have very little market. If the bar stays fixed, standalone graphics chips days are numbered. I'm still rooting for killer app(s) showing up. W/O a killer app that needs a PIII to run, even intel's days will be numbered.